Method Community



Brand new documentation for Method CRM!

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  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



fran said:

Hi Alex..  Great writeup.. I have a challenge with your choice of words "Common Lists" . The screens you list there are  a mix of Transaction Screens and Lists.  A List to most of us is: Items, Customer,  Terms, Classes and the like.   I wouldn't think to go there for Sales Receipts and Invoices.

I looked at the Sales Order writeup and personally don't feel it really hits the mark. Sales Orders represent a commitment by a Client to purchase products from you, SO's are the lifeblood of a wholesales distribution business and its really unfortunate that QBO does not have them. .Generally a Sales Order has a  customer PO associated with it which indicates the commitment.  Inventory Counts are decremented by the SO Qty. And is Subtracted from Items On Hand to become Items Available. SO's track BackOrdered items and how much has been invoiced (at least in QB this is true).   Sales Orders are sent to Customers.   And its unfortunate that Emailing a SO is not an out of the box functionality from Method  As its the Sales Managers who generally would be doing the emailing, not an accounting folks.  

Ok.. I guess we hit a hot button...  I love that you are expanding the help center. It is a great resource.   Fran

November 12, 2013 6:21 PM

Method_Alex said:

Hi Fran! Thank you so much for your response; I'm actually going to separate out the transaction documentation into its own section as per your suggestion.  I'm also looking into the Sales Orders stuff you posted - it's a tricky topic to address so I'll see what I can do to update it.  Once again, thank you so much for bringing this stuff up - this is *exactly* the kind of feedback I've been looking for.


November 13, 2013 11:26 AM

fran said:

You are welcome. Did you get my other notes that I send to you via email.  not sure I had your address correct.  fran

November 13, 2013 5:37 PM

Method_Alex said:

I didn't, Fran...that might be an issue on our end however.  Try emailing me directly at  Thanks!

November 14, 2013 8:11 AM

About Method_Alex

Alex is a veteran writer and editor hailing from Toronto, Canada. He is an honours graduate of the University of Toronto’s Specialist program in rhetoric and composition, and has written for a variety of interests including advertisers, live media, academia, and a variety of news outlets. When he isn’t translating tech-talk for Method CRM, he can be found playing in his band or reading to his son.