Method Community

The fall release of the new, redesigned QuickBooks Online (QBO) was exciting for all of us that use it. For Cloud Consultancy, it also meant it was time for us to get to work creating a version of AERO Workflow Manager that could take advantage of the update. We’re happy to tell you that AERO for QBO is ready for download as the first ...

Ron’s awesome Whiteboard Labour Day Art Can you believe that this is the last weekend of August?! I hope you’re planning to get outside and soak up the late summer sunshine this Labor Day. Labor Day is one of the rare holidays that both Americans and Canadians celebrate on the same day, so Method HQ will be away from the ...

This is a guest blog post by PR, digital, social media and communications strategist, Martin Waxman. Okay, so your new product/service is ready to be launched and you’ve got your story perfectly honed. You’ve read our earlier post about kick starting your PR and have started to build relationships with a few ...

One of the great strengths of Method CRM is the ability to interact with other programs in a variety of useful ways.  Of course you already know that Method syncs with QuickBooks Desktop and QuickBooks Online, but you might not be aware that we also work with SmartVault.  And as of now Method integrates with SmartVault for all ...

Now you know all my recording secrets... Allo! Errol here again with my second blog post to let you know how you can Do More with Method CRM! I am excited because I get to blog on a monthly basis, and if you can tell from my videos, if there’s anything I like to do, it’s talk. Thing is, it’s almost strange for me to write a ...

Hi Everyone, The Support Team - Adam, Jason, and Ashur (that’s me) - are here to help you with your questions about using Method CRM.  Call us, email us, tweet us - we love to hear your feedback and find ways to help. When customers bring up tricky topics we like to create Solutions and publish them on our Help Center (I like to refer ...

Every business needs a great story, the kind that engages customers and partners, builds long-standing relationships and generates referrals. And if it’s really compelling, other people will tell it for you. That’s the essence of solid public relations. So how do SMBs get started in PR? As a former agency owner, I want to say, ...

With all the madness of the last month, we nearly forgot to let you know about a couple great new features to Method: Tags and a new List Builder. These features allow you to get more done in Method in less time than ever before. Tags help you more easily categorize the people you need to reach and keep track of. They are more powerful than a ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case Improved (#3835) - the “Assigned To” dropdown fields now show the users full name and email address. (QBD & QBO) Improved - all “Activity Type” dropdown lists now ...

"June" version now available The following updates are now available on the staging site.  You can access the June version by clicking "Switch to the June version" when you sign into Method. Note: the "May" version never made it live, as we held it back in order to make improvements to the new health-check ...