Method Community

On Wednesday, October 7th @ 1:00pm EST, Amanda Mahadeo will introduce Method Professional Services.  During this basic introduction, Amanda will define and create projects, schedule project activities, enter time and expense entries via an approval process. Lastly, invoices will be generated according to the project types. So how do you ...

On Wednesday, September 30 @ 1:00pm EST, Valbon Shabani will introduce Method Field Services.  This basic introduction will demonstrate how to create a new work order and turn an estimate into a new work order. Continuing on to add service items and enter details and cost information before turning the work order into an invoice. So how do ...

On Wednesday, September 23 @ 1:00pm EST, join Ryan Bell as he dives even further into Method's CRM Edition.  He will be discussing how to use the List Builder, create e-mail templates and using Method's Outlook Plug-in.   So how do you join and participate in the webinar?  Simply follow the directions listed ...

On Wednesday, September 16 @ 1:00pm EST, join Amanada Mahadeo who will be covering Customer Portals.  She will discuss how to use and setup Portals and how to help your company make the most out of using this convenient and cost effective medium.   So how do you join and participate in the webinar?  Simply follow the directions ...

Good afternoon, This is the 4th installment in a series of 6 Method CRM movies, so if you haven’t been tuning into the movies so far and would like to watch them in order, view the Sales Center, Call Center and List Builder movies before proceeding on.    Movie #4 – Customer Portal The Method customer portal is a ...

On Wednesday, September 9 @ 1:00pm EST, join Valbon Shabani will introduce the topic of Method reports.  This basic introduction will cover launching the Method Report Designer, creating a simple report, adding fields and displaying the newly created report in Method.  So how do you join and participate in the webinar?  Simply ...

It was brought to my attention this week that we need to do a much better job at telling everyone about all the features we keep adding! A little background: we were at the Midwest Accounting & Finance Showcase in Chicago this week, and we were lucky enough to be picked by Greg LaFollette for his walking tour where he brings a large group of ...

On Wednesday, September 2 @ 1:00pm EST, join Ryan Bell as he continues to dive into Method's CRM.  This webinar will touch base on creating cases and solutions.  So how do you join and participate in the webinar?  Simply follow the directions listed below. Title:         Community Webinar ...

The Method Team is thrilled to be attending this year’s Intuit Solution Provider Summit 2009 in Chicago, Illinois @ The Fairmont Hotel.  The ISP summit is a yearly event that is held for Intuit’s Solution Providers.  This year’s summit is intended to be an intimate event, focusing on business and innovation.   I ...

Good morning Method Community,  For those of you who are just tuning in to the CRM movie series, please note that this is a 6-movie series highlighting the benefits and features of Method CRM.  The first two movies showcased the Method CRM Sales Center and Call Center, so you may wish to view these before proceeding on with ...