Method Community

The following updates are now live for users of Method.  Send Email Action - Added 'Email From Name' field (Ticket PL-1476) Import/Export tool is available for all administrators on an account, not just the primary administrator (Ticket PL-1407) Aligned screen copy process found in Manage Apps & Designer. ...

The following updates are now live for users of Method.  Service improvements connecting Google & Intuit accounts (PL-856) Improvements for accessing account details & cancel account screens (PL-904) Fixed ability to open system pages within separate tabs (PL-1033) Fixed styling issues within ...

Hi! It’s me again, Jason.  Here at Method we like to go out and do fun things after work. What kind of fun things, you ask?  Well, for our next outing, a bunch of us are going to see my band play! We’re called The Breaking Lakes. I guess I have to go…but others are coming too, so I decided to track who at Method ...

Web design sits at the intersection of art, technology and sales. And that’s a tough cross-roads because art is subjective, technology can be empowering while intimidating, and sales is the lifeblood of every business. Needless to say, good web-design plays a key role in a company’s brand identity and ability to drive more ...

"March" version now available The following updates are available on the staging site, as of March 19th.  You can access the March version by clicking "Switch to the March Version" when you sign into Method. Improvement: Users can now assign a picture/file field to an action result and send it as an attachment in an ...

"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 ...