Method Community

Opportunities, Cases and Solutions in Method CRM now all benefit from our new Document Management feature.  So why is this important to you?  I’ll tell you. The goal of any sales rep in an organization is simple – drive as many sales as he or she can.  As managers, owners and team leaders, our jobs are to provide our ...

Thanks for the feedback Fran.  

 Hey Fran, We do have the ability to upload files to your Method Account. Currently the Opportunities screen is the only one that has this feature on it. If you don’t want to use this screen, you can customize an existing screen to include this, or create your own screen. In order to get this feature you need to make sure the table ...

Last night I was enjoying the spring like temperatures here in Toronto and decided to take a stroll with a friend and meet up at a local hangout.  While there, I quickly looked at my iPhone to check my calendar and see how my Friday was looking.  What I loved was the fact that I could see all my scheduled activities, including phone ...

Hi Everyone, Version 2.1.28 is now ready for download and will appear when you click the "Setup" button on the toolbar.  This version contains:   A couple minor bug fixes. New option to set new appointments being synced but occurred in the past, no longer prompt for reminder. Danny  

Last year, I was super excited when we released version 1.0 of our Outlook plug-in tool.   Now, less than a year later, I am thrilled to announce version 2.0 is officially open for public beta.   Caution – please sit down if you’re not already, as you may experience higher than normal levels of excitement when reading ...

 Hey Lee, You can post it here, I'll reply when I see you post.

Hi Outlook Beta Team, Version 2.1.27 is now available for you to download and test.   Enhancements in this version are:   Proper certificate message now appears showing registration to Alocet Incorporated. - New Error message regarding reference to changed campaign name - Fixed Currently, I am hoping to release ...

Strange that it happened to you Laura.  An updated version is going to be coming out today so hopefully it doesn't happen again.  

[quote user="Laura Madeira"]  A little more detail might help. We have a generic email that all leads come in through email. I personally manage that and then assign the lead to the appropriate person. I would like the tool to recognize who the lead is assigned to and when each person integrates with Outlook it would recognize ...