Method Community

"November" version now available The following updates will be available on the staging site on November 15th.  You can access the November version by clicking "Switch to the November Version" when you sign into Method. Right-click customize - rather than having to go into Customize > Screens, you can now just right ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Fixed (#3349) - when the screen initially loaded for a new contact, the “Email notification” checkbox was not appearing.  This has now been fixed to appear when the ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Activity New - now if you create a new activity and assign it to another user, an email is sent to that user letting them know. (QBD & QBO) New - you can now add a new contact in the Schedule ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Leads and Contacts List New - the “Type” column now displays the Sales Rep, Type and Title.  In the case of QBO, it displays the Assigned To instead. (QBD & QBO) New - the ...

My Profile A new feature has been added to all editions of Method CRM called "My Profile". It allows end-users to change their password, security question, email signature, email address, and notification settings. Previously, the administrator would have to set these. This can be accessed by clicking on their User Name in ...

The other day, I had a wonderful conversation with Antonio Macedo from CSConsult over in Liverpool, United Kingdom.  After speaking with Antonio, I knew he’d make a great user spotlight due to his rapid implementation and impressive Method customizations over the past few months.     CSConsult began as a bookkeeping and ...

Everyone’s heard of office “lingo” before.  You know those words that are thrown around the office, which no one but the people who work there actually understand.  How annoying has it been as an outsider, sitting on the other end of the fence, trying to decipher the “secret code” or language others are ...

Ever hear the term “The best of both worlds”?  Oh come on, I know you have.   For those of you who haven’t heard of this, here’s what it means: “The best of both worlds” is to have the best aspects of one choice and the best aspects of another choice when you have been asked to select between two choices.  Every now and ...

We're back in Toronto now, after our visits to the Intuit offices in Plano and Tucson.  Though we'll miss the TexMex & Mexican feasts and catching up with other Intuit Developer partners, it is good to be back home.  Based on the feedback we received from Intuit staff, Method is in for quite a ride over the next ...

Shame we can't automate, but one day..... Anyway, trying to attack this from a different angle. As I have said, very new to this so bear with me, I may be trying to re-invent the wheel! How to go about achieving the following:- 1 User clicks button on screen 2 Method filters contacts table for those with a specific tag 2 Uses result ...