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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 ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Tags & List Builder Screens
Tags - The new "Tag" field has been added to the ListBuilder screen. (QBO & QBD)
ListBuilder - a new version of the ListBuilder has been released. It ...
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The community is buzzing today about the announcement on TechCrunch of our $3 Million Series A capital raise, led by Klass Capital (backed by HOOPP - a $40 Billion pension fund).
This is exciting news for me, for our team, and for the amazingly innovative small businesses using Method.
We have a different story from the stereotypical tech ...
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Klass Capital investment accelerates extreme product development and international growth
Toronto, February 14, 2013 – Method, a high-growth Toronto-based startup and creator of the number one-rated CRM app on the Intuit Partner Platform, has just completed a deal for $3 million in Series A funding. Backed by Klass Capital, a North ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Contacts Screen
Tags - The new "Tag" field has been added to the Customer List, Lead List as well as the Contacts grids in the Edit Customer and Edit Lead screens. This will continue to be ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Contacts Screen
Tags - You'll see a new "Tag" field in the Contacts screen. This will be phased in over the next week on many other screens in Method CRM, and will be a new way to ...
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"January" version now available
The following updates are available on the staging site, as of January 18th. You can access the January version by clicking "Switch to the January Version" when you sign into Method.
Improvement: documentation for the Outlook add-in now points to a kb article rather than an old blog ...
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Kitty -
Use the Import/Export center. Customize > Integration Tools > Import / Export.
And here's the help center article, in case you need it:
http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Import-%2f-Export&id=189
Paul
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Kitty, you could upload to the ListBuilder table....but that isn't a good solution, because your list would be the same as last time. It's stale data. You want a new list each time.
Good news - we're working on a new List Builder screen as part of our February release. It will be super fast (seconds rather than minutes) and give you a ...
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Jay - everything that is available, is "standard" in the Field Services app already. I'm unaware of whether anyone has taken the advice in the thread and has made something that can be copied.
Paul
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