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  • Getting setup on Intuit Anywhere

    Intuit Anywhere is a new way for you to connect to your favorite apps, like Method CRM, to QuickBooks Online.  We first blogged about this in June and are now ready to get you started on IA. Switching to Intuit Anywhere Step 1 Make sure you can sign into Method CRM directly, without using QuickBooks Online.  Go to ...
    Posted to Blog (Weblog) by Anonymous on 10-17-2011
  • Method CRM Updates - October 5 - October 7, 2011

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - you can now launch the edit contact screen from any of the tab sections by clicking More actions... > Edit Contact... Of course a contact would need to be selected from the ...
    Posted to Release Notes (Weblog) by Anonymous on 10-07-2011
  • Method CRM Updates - September 25 - October 3, 2011

    The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Opportunity New - the “Activity Contact” and “Follow-up Contact” dropdown lists located under the New / Edit Activity tab have been updated to only show contacts that ...
    Posted to Release Notes (Weblog) by Anonymous on 10-04-2011
  • Scheduling Software for Quickbooks Online with Method:CRM

      We're excited to announce the release of Method Scheduling & Invoicing for QuickBooks Online. While there are several apps available for Method users who use QuickBooks Desktop, this is the first app available for Method users of QuickBooks Online.  Considering the large percentage of our QuickBooks Online users who are ...
    Posted to Blog (Weblog) by Method_Paul on 09-02-2011
  • Method Headquarters – Closed Monday, September 5th for Labor Day

    Method HQ will be away from the office on Monday, September 5th for Labor Day.  Labor Day is one of the rare holidays that both Americans and Canadians celebrate on the same day.  So what happens if you run into issues, have questions or just want to bounce ideas off us?  Feel free to post your questions on our user forum. ...
    Posted to Blog (Weblog) by Anonymous on 09-02-2011
  • Method CRM Updates - August 5 - August 17, 2011

    Customer and Contacts List Updated - ‘Balance’ column to be a fixed width. (QBD & QBO) Portal Cases Fix - activities that are inserted for an existing Case through the portal will now fill in the “Contacts” field in the Cases table with the logged in user from the portal.  Prior to CRM 2.0, ...
    Posted to Release Notes (Weblog) by Anonymous on 08-17-2011
  • Let's welcome the Method Coach

      At Method HQ, we've talked for some time now about having a "Method Coach" feature.  Most of the discussions start with big, bulging eyes and a "Wouldn't it be cool if..." declaration - but to be fair, being a tech company full of imagination, a lot of other conversations here start with "Wouldn't ...
    Posted to Blog (Weblog) by Method_Paul on 08-04-2011
  • Method Pro Services Updates - August 3, 2011

    Converting Estimates to Budget / Contracts A new Estimate screen (tab-link) added to create Estimates and quickly convert them to Budget / Contracts. Budget / Contacts New feature to load templates (described in detail below). Platform update now ensures budget lines with decimal values will display when creating an invoice from ...
    Posted to Release Notes (Weblog) by Method_Valbon on 08-04-2011
  • How to setup Intuit Merchant Services to receive payments through Method

    With the release of the new QuickBooks Receive Payment screen, more and more Method users are beginning to accept payments directly in Method.  That number is about skyrocket with the upcoming release of the new "Contacts Portal" since it allows you to easily send an invoice to a customer for them to view and make payments ...
    Posted to Blog (Weblog) by Method_Paul on 02-09-2011
  • New CRM Feature: Web-to-lead forms unveiled at ISP Summit

    We're happy to announce that "Method Web Forms" are now in beta.  We unveiled this to Method Solution Providers at the Intuit Solution Provider Summit in Los Angeles last week.  I had the pleasure of demonstrating and getting early feedback from MSPs such as Herman Baptist and Joe Woodard.  Their eyes bulged.  ...
    Posted to Blog (Weblog) by Method_Paul on 10-08-2010
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