September 2009 - Posts

• Community Webinar 11: Introduction to Method Field Services

  On Wednesday, September 30 @ 1:00pm EST, Valbon Shabani will introduce Method Field Services.  This basic introduction will demonstrate how to create a new work order and turn an estimate into a new work order. Continuing on to add service items and enter details and cost information before turning the work order into an invoice. So how do you join and participate in the webinar?  Simply follow the directions listed below. Title:         Community Webinar 11: Introduction to Method Field Services         Date:        Wednesday, September 30, 2009         Time:        1:00 PM - 1:30 PM EDT After registering you will receive a confirmation email containing information about joining the Webinar. System Requirements PC-based attendees Required: Windows® 2000, XP Home, XP Pro, 2003 Server, Vista Macintosh®-based attendees Required: Mac OS® X 10.4 (Tiger®) or newer Space is limited. Reserve your Webinar seat now at: https://www2.gotomeeting.com/register/856232683 Cheers, Danny Do Couto Method Integration   Posted Sep 29 2009, 08:26 AM by Anonymous with 1 comment(s)

• Community Webinar 10: Introduction to CRM: Level 4

  On Wednesday, September 23 @ 1:00pm EST, join Ryan Bell as he dives even further into Method's CRM Edition.  He will be discussing how to use the List Builder, create e-mail templates and using Method's Outlook Plug-in.   So how do you join and participate in the webinar?  Simply follow the directions listed below. Title:         Community Webinar 10: Introduction to CRM: Level 4         Date:        Wednesday, September 23, 2009         Time:        1:00 PM - 2:00 PM EDT After registering you will receive a confirmation email containing information about joining the Webinar. System Requirements PC-based attendees Required: Windows® 2000, XP Home, XP Pro, 2003 Server, Vista Macintosh®-based attendees Required: Mac OS® X 10.4 (Tiger®) or newer Space is limited. Reserve your Webinar seat now at: https://www2.gotomeeting.com/register/912848611 Cheers, Danny Do Couto Method Integration   Posted Sep 17 2009, 03:56 PM by Anonymous with 1 comment(s)

• Community Webinar 9: Introduction to CRM: Level 3 - Customer Portals

  On Wednesday, September 16 @ 1:00pm EST, join Amanada Mahadeo who will be covering Customer Portals.  She will discuss how to use and setup Portals and how to help your company make the most out of using this convenient and cost effective medium.   So how do you join and participate in the webinar?  Simply follow the directions listed below. Title:         Community Webinar 9: Introduction to CRM: Level 3 - Customer Portals         Date:        Wednesday, September 16, 2009         Time:        1:00 PM - 1:30 PM EDT After registering you will receive a confirmation email containing information about joining the Webinar. System Requirements PC-based attendees Required: Windows® 2000, XP Home, XP Pro, 2003 Server, Vista Macintosh®-based attendees Required: Mac OS® X 10.4 (Tiger®) or newer Space is limited. Reserve your Webinar seat now at: https://www2.gotomeeting.com/register/366016603 Cheers, Danny Do Couto Method Integration   Posted Sep 09 2009, 03:51 PM by Anonymous with 1 comment(s)

• CRM Movie #4 – Customer Portal

  Good afternoon, This is the 4th installment in a series of 6 Method CRM movies, so if you haven’t been tuning into the movies so far and would like to watch them in order, view the Sales Center, Call Center and List Builder movies before proceeding on.    Movie #4 – Customer Portal The Method customer portal is a bridge from your company website that connects a customer to their account information found in QuickBooks.   Portals do more than just making your company look fortune-500 professional – they also take your customer experience to a new level as they are able to use self-service options 24 hours a day 7 days a week without having to contact you or your staff directly.  Portals are like having a full time salesperson and customer service person working for you around the clock.  Third party portals can also be customized for vendors and partners to sign into your system.  As with everything in Method, the Method CRM Customer Portal is completely customizable, and lets your customers login to view account details, such as recent transactions and invoices.  View CRM Movie #4 on the Customer Portal If you have any questions after viewing the Customer Portal movie, please post them in the Method Forum where a Method Consultant will be happy to respond.   Next up is CRM Movie #5 on real-time integration with QuickBooks, so stay tuned for my next entry. Have a nice day, Katie Posted Sep 04 2009, 10:59 AM by Anonymous with no comments

• Community Webinar 8: Introduction to Designing Reports: Level 1

  On Wednesday, September 9 @ 1:00pm EST, join Valbon Shabani will introduce the topic of Method reports.  This basic introduction will cover launching the Method Report Designer, creating a simple report, adding fields and displaying the newly created report in Method.  So how do you join and participate in the webinar?  Simply follow the directions listed below. Title:         Community Webinar 8: Introduction to Designing Reports: Level 1         Date:        Wednesday, September 9, 2009         Time:        1:00 PM - 1:30 PM EDT After registering you will receive a confirmation email containing information about joining the Webinar. System Requirements PC-based attendees Required: Windows® 2000, XP Home, XP Pro, 2003 Server, Vista Macintosh®-based attendees Required: Mac OS® X 10.4 (Tiger®) or newer Space is limited. Reserve your Webinar seat now at: https://www2.gotomeeting.com/register/214219338 Cheers, Danny Do Couto Method Integration   Posted Sep 03 2009, 08:46 AM by Anonymous with 1 comment(s)