Hello again Method users; it’s Alex (your friendly neighbourhood documentation specialist), here again with more good news for those of you pining for some down-to-earth Method support.  I’m pleased to announce that even more documentation has recently been added to our Help Center (courtesy of yours truly), including a full section detailing Campaigns, and a section we're calling Common Lists.  The articles in this section focus mostly on transaction-related screens, including how to create and edit Invoices, Estimates, Sales reps, and Sales receipts, plus a whole lot more.

But why put these in a separate section when almost everybody accesses those screens through the Customers tab, a savvy Method user may ask.  Well, savvy Method user, since you’re so savvy you’re no doubt aware that all these screens can be accessed from a variety of different places throughout the Method environment.  But not every user is quite as savvy as you (at least, not yet!) A user who regularly accesses estimates from the Leads tab, for example, might not think to look for our Estimates documentation in the Customers section of the Help Center.  So, we’ve given a whole section of the Help Center over to these screens in the interest of making it easier to locate the information you need, when you need it.

And on that topic, I’d like to bring up something else.  During my time here at Method, I have learned a great deal about CRM and what it means to small businesses.  My father was (and still is) a small business owner, so I have some idea of the challenges faced by entrepreneurs striking out on their own.  I sincerely believe (and not just because it’s my job) that Method offers extremely useful solutions for small businesses of all stripes, and I want all our users to be able to make the most of these solutions.  
To that end, I entreat each of you to get in touch with me (yes, me personally) with your questions, comments, and feedback regarding our documentation.  If something doesn’t work, or doesn’t make sense, I want to hear about it!  If something made your life easier, I definitely want to hear about that (writer’s ego, you understand), but joking aside, I want to make sure your experience with our technical documentation is as smooth and helpful as possible.  And that goes for videos too: Errol and I can only improve our service to you if we know what’s working and, more importantly, what isn’t.  

So feel free to drop us a line anytime at documentation@method.me.  We will respond to you just as fast as we can (and that’s pretty fast).  We look forward to hearing from you!

All the best for a happy November,

Alex Krueger
Documentation Specialist
Method CRM