Method Community



  • Method Updates - April 24th, 2023

    The following updates are now live for users of Method

    New Features / Updates

    • Proposals - Showing Total Proposal Value and improved calculation. (PL-25446, PL-40760, PL-40761)



    • Method Updates - April 10th, 2023

      The following updates are now live for users of Method


      • Transactions- Fixed an issue where users could create transactions for inactive customers. (PL-40545)
      • Work Orders - Fixed an issue where a custom view filter was being applied to multiple grids. (PL-40321)



    • Method Updates - April 3rd, 2023

      The following updates are now live for users of Method


      • Guest Payments - Updated error messaging. (PL-40406)



    • Method Updates - March 27th, 2023

      The following updates are now live for users of Method

      New Features / Updates

      • Logstash - Improved logging of report generation errors to include report name. (PL-40256)
      • Donations - Removed the additional “Add Item” button from above the items grid on mobile. (PL-36652)


      • Invoices - Fixed an issue where clicking on the overdue invoice screenlet redirected to the Shared Invoice grid rather than the Overdue Invoice grid. (PL-40241)


    • Method Updates - March 20th, 2023

      The following updates are now live for users of Method

      New Features / Updates


        • Contacts (Xero) - Fixed an issue where the UI inaccurately allowed users to activate inactive contacts. (PL-35983)



      • Method Updates - March 6th, 2023

        The following updates are now live for users of Method:


        • Activities - Fixed an issue where when first creating a follow-up activity, it used the default follow-up status rather than the default status of the selected follow-up type. (PL-39439)



      • Method Updates - Aug 8, 2022

        The following updates are now live for users of Method


          • Buttons - Fixed an issue where disabled buttons still had a hover state. (PL-37512)
          • Estimates, Invoices - Fixed an issue for Xero accounts where the status label would overlap with other components on screen in certain scenarios. (PL-37260)



        • How to Create an Estimate in QuickBooks


          In this installment of our QuickBooks 101 series, I'm going to provide a step-by-step guide for creating an estimate - an important step for managing your small business in QuickBooks Desktop

          What is an Estimate?

          In essence, an estimate is the presumed price for a product or service you will provide to a customer. Sometimes the estimate really is an educated guess. Other times an estimate functions as an offer.  In either case, it's important to keep track of the estimates you've sent to customers, because they are in effect a promise you've made - and good businesses always make good on their promises!

          How do I create an Estimate in QuickBooks Desktop?

          1. Under Jobs and Estimates, make sure the Estimate feature is turned on
          2. Go to the Customer menu and click Create Estimates

          3. Select a Customer from the drop down list 
          4. Enter the line items

          5. Adjust the exchange rate if your customer uses a currency different than your home currency

          6. Change any sales tax information (if necessary)

          7. Enter the class information for class tracking if you want to track this estimate by location, subsidiary, group, etc
          8. Click Save & Close or Save & New if you want to create another Estimate.

          Can I create an Estimate in Method:CRM that will sync with QuickBooks? 

          Create an Estimate in Method:CRM: 
          1. From Method:CRM, go to Customers > Estimates.

          2. Choose the appropriate Customer or Lead from the Customer:Job drop down menu

          3. From the Date drop down menu, choose a date for this estimate. The default will be today's date.

          4. In the Line Item grid, choose the items that will be included for this estimate by using the Item drop down menu(s). Click New Line Item to generate further lines. Choosing these items will auto-fill the DescriptionQuantityAmountCost, and Tax fields in the grid.

          5. Click Update when you're done filling in line items to generate a total.

          6. Click Save at the bottom of the screen 

           If you're new to QuickBooks and Method:CRM, I hope you have found this post helpful :) 

          Have specific questions you want answered? Please leave a comment below or tweet me @MethodCRM.
        • 3 Things Small Business Owners Can Do to Motivate Their Team

          It appears that after a long, hard winter, we’re finally coming out of the Ice Age and into the welcoming embrace of spring.  I don’t know about you, but the never-ending cold did a real number on my day-to-day enthusiasm and motivation, and I bet at least some of your team is feeling the same way.   

          To meet and exceed the goals of a new quarter, your team will need to be pumped up, and as the leader of your organization, it’s up to you to make that happen.  In my former managerial roles in retail, academia, and advertising, I’ve picked up a few helpful hints to get everybody under your authority on the right track - including you.

          1. Lead by Example

          Rare are those who are inspired to action by an absent leader.  The greatest leaders of history are the ones who led from the front of the column, who did not consider anything they’d ask of their followers too mundane to do themselves.  This applies to you, too: your team is looking to you for cues, so if you’re on time and ready to get down to work, it’s more likely they will be too.  

          Likewise, if you’re excited about a project, that excitement is infectious, so let it shine!  Just keep in mind that it works both ways: if you aren’t invested in getting things done, it will show, and make it harder for your team to pull themselves up by their own bootstraps.

          2. It’s the Little Things

          Nobody is going to suggest that a day at the office should be like a day in kindergarten, complete with snacks, storybooks and nap time. But who’s to say a little TLC wouldn’t be appreciated around the workplace?  Here at Method we’re treated to snacks on Fridays the head of HR picks up for us around lunch hour - and it’s amazing how far some bagels or a pizza will go on the last day of the week.  

          Same goes for making our goals: when our team reaches a major milestone, we often celebrate with cake.  Obviously you’ll want to choose rewards that suit your team (and not everybody likes cake) but acknowledgment of a job well done can make a world of difference to team morale.

          3. Talk it Out

          Of course, all the cake and baked goods in the world won’t make a lick of difference if you’re running your company from atop an ivory tower.  Just like it’s vital for a leader to visibly lead by example, it’s equally important for that leader to be approachable.  Of course, depending on your line of work you might not have time to take a hands-on role in every element of the day-to-day running of your business.  

          But you’d be surprised how far words of encouragement or constructive suggestions from a team lead can take a team member. Individual attention makes members of your team feel like they are valued, that someone notices what they’re doing right, and pays enough attention to help them improve daily.  It’s a great motivator that takes almost no effort, making it one of the most powerful tools in your leadership arsenal.

          That’s it for me - what are some tactics you use around your office to help motivate your team?  Share them in the comments or tweet them to us @MethodCRM.  In the meantime I’ll be dreaming of tomorrow’s snacks.


          Documentation Specialist


        • 4 Ways to Stay Organized and Efficient at Work

          Vald Desk

          I’m all in when it comes to continually learning how to help keep myself sharp, but this year’s lessons have been bitterly cold with new concepts like -30ºC (-22.ºF) and terms like #PolarVortex. Thankfully, the birds are now chirping and we can rely on some older terms like spring cleaning.

          Spring is not only a great time to clean the office of those not-so-cute dust bunnies, it's also a good time to reinforce or rethink about ways to help keep organized at work. Here’s a list of the 4 tips that work well for me.

          1. Tidy Up Your Desk

          No surprise that this makes the list. Start by deciding what’s actually needed and throw away anything that hasn’t been used in years. You can also find another place for these items, but your workspace should not be used as storage. Organize in a way that helps you find items quickly and make decisions faster. Once everything’s in its place, make it a habit to return items to where they belong as soon as you're finished using them. Your workspace should always be conducive to making you efficient at your job.

          2. Make Lists and Set Goals

          Make daily, weekly, monthly, and long-term lists that outline the tasks requiring your attention. You should try to make the list specific to tasks and items that need attention immediately: this shouldn't be just a general list of “work to get done”. As a bonus, you should communicate the status of your tasks to co-workers or managers if applicable: this can help get you early feedback.

          3. Manage Your Time

          No matter the job or task at hand, each day should include some aspect of scheduling your time. I recently switched positions here at Method:CRM and am using this as an opportunity to introduce some new behaviour to help organize my clutter of work beyond just the basic calendar for time management.

          4. Be Realistic

          Taking a realistic approach to each facet of your day is critical to your overall organization. Step back and be realistic about what works for and what doesn’t, and even more importantly, about what you can and cannot control. Don’t mislead yourself or others by pretending you've "got it covered" when you don't: doing so will set you on a sure path for failure. Your workspace should work for you, not everyone else. Goals, lists and time management should reflect what you have control over.

          That's my list: what are some of the strategies you use to keep organized during hectic periods?  Leave your responses in the comment section!


        • What Method:CRM Users Should Know About Heartbleed

          In the last few days, you you may have heard of the Heartbleed Bug on the news or in your social newsfeeds, so we wanted to provide reassurance and a little background info.

          Heartbleed is an OpenSSL security vulnerability. Method:CRM does not use OpenSSL and therefore our systems and customers are not exposed to this threat

          Note: Individuals who re-use their password across multiple sites could have had their passwords stolen from another site, which would indirectly compromise the security of their Method account. If you have re-used your password on other sites, we recommend you change your Method password as a precaution. Do this by clicking your name in the top-right corner inside Method, and clicking My Profile.

          Rest assured that as a Method:CRM user, your data is protected.

          If you would like to learn more about the HeartBleed Bug, I recommend checking out the HeartBleed FAQ site. If you’re interested to know which sites are potentially vulnerable, check out this post from GitHub.

          Be safe out there and do not hesitate to contact us if you have any questions.


          Community Coordinator


        • Customizing Tab Permissions in Method:CRM


          Every so often I get a call from a Method user who wants to restrict what screens a user sees.  The best way to accomplish this is to use Tab Groups specifically to define what screens individual users can access.  I have seen companies take advantage of tab groups to keep tabs, permissions, and screens organized.

          Today, we’re going to go through how to manage your tab groups by showing how to create a tab group, create tabs for your new tab group, and how to manage users’ access to tab groups.

          Step 1: Create a Tab Group

          Go to your Customize tab and click on the Tab Groups tab link.  Follow the steps for creating a new tab group. Enter a Tab Group name and click ‘Continue…’.  (You already have CRM, QuickBooks and Mobile Users as Tab Groups).  In the list, choose which Users you want to access your new tab group.  Next, choose the tabs you want to see.  If you have not created tabs for the tab group yet, select any tab as a placeholder tab for now.


          “Allowed to Integrate Accounting” and “Allowed to Design Reports” needs an explanation.  If Integrate Accounting is checked, any person assigned to the specific tab group can use their credentials to connect the Method Integration Engine.  It is similar with Design Reports.  If checked, anyone assigned to the tab group can connect the report designer to the Method account.

          Click Add Tab Group. For those users you selected, you should be able to see the New Tab Group in the top right.

          Step 2: Create a Tab

          Go to the Customize tab and the Tabs tab link.  From here, follow the instructions to create a new tab.  Enter a tab group name and click ‘Continue…’.  A list of Tab Groups will appear, allowing you to select where the new tab is to appear.  (If you skipped the step above and don’t have the Tab Group created, then keep all the boxes unchecked.) Once done, click ‘Add Tab’.



          A pop-up will now appear asking you to create Tab Links (eg. My Account, Display, Screens, etc.) and assign screens to the tab. Here you can assign both default and custom screens.  To create a tab link, select a screen from the dropdown to use in your tab.  Next, enter a tab name.  Once done, click Add Tab Link.  The new tab link should appear on the list

          Once you have completed adding all tab links to the tab, click Finished Editing Tab Links.


          Step 3: Manage your Tab Groups

          To manage what Tab Groups a user can access, go to Customize -> Users and click Edit… for the user.  Navigate to Step 4 of 10: Access to Tab Groups.  Check off any tab groups you would like the user to see.  Also, set the Tab Group the user sees when they first login to your newly created one.


          With these steps, you will be able to create tab groups that are designed specifically for a group of users.  It will allow you to exercise unprecedented control over how your users see and use Method!
        • Importing Multiple Contacts into Method:CRM [Tutorial Video]

          Hello and Welcome to Method:CRM blog post by Errol!

          You may remember back in January when Ben wrote a blog post about Importing Customers and Contacts into Method:CRM.
          We decided that we would take that one step further and create a video for you!

          However, in this video, we’ve made a slight change. We don’t cover how to import Customers, because we have a whole video series on Importing Customers and Customer Leads.

          Instead, we talk about importing Contacts, and in particular, when you have more than one contact for a Customer!


          Import all the Contacts!

          And that’s it from me, which is surprising because you know how long I can talk for. However, if you are looking for more videos on how to use Method:CRM, remember to check out our Help Center where we have listed out all my videos. It spans for pages. That’s a lot of videos!


          We sure have a lot of videos...

          Thanks for reading, and I hope you have a great day!

          Bye Bye!

            share via facebook  share via linkedin  


        • Update to Method's QuickBooks Desktop Sync Engine


          Greetings Methoders!


          The new version of our QuickBooks Desktop Sync Engine is now out of beta, and we wanted to give you the rundown about why an update was needed, what this means, and how to make sure you have an updated sync engine.


          Why a new sync engine?
          • QuickBooks Desktop requires us to renew/update our QuickBooks application certificate every two years and we were due for an update.  

          • The certificate is needed for Method to integrate with QuickBooks Desktop via the Software Development Kit (SDK), and it identifies us as the creator of the Method Integration Engine (which we’re very proud of!)  

          What this means, and why this is great for Method users
          • The new sync engine runs faster and lighter – it uses QBXML rather than QBFC, which means faster download and execution.

          • You’ll need to download a New Application Certificate, called “Method Integration Engine 2014 for use with QuickBooks”.  This will replace your original application certificate and allow you to take advantage of the improved functionality!

          • For example, in cases where generating a report takes a very long time, a separate web service will be leveraged to improve response time.  That means less report lag and improved performance!

          • The new functionality includes integration with QuickBooks Enterprise Advanced Inventory (which means you’ll have access to Lot numbers, Serial Numbers, and Locations).

          • It also features improved User Interface and integration with both QB 2013 and QB 2014 fields!


           What You Should Expect 

          • The main QuickBooks Administrator for your company needs to update the sync engine when prompted (since s/he is the only person with the authority to do so within the system).
          • The Method Sync Engine Certificate is like a permission slip that allows Method to access and mirror the information in your QuickBooks file.  Because our new Sync Engine Certificate has the new name “Method Integration Engine 2014 for use with QuickBooks”, QuickBooks sees it as a new application and needs you to permit Method access to sync.


           Steps to Update Your QuickBooks Desktop Sync Engine


          1. Login to QuickBooks Desktop as the Main Administrator in Single User-Mode. Other staff can remain on Method during this time and their work will sync over to QuickBooks once the certificate has been updated by the Main Admin.  If your staff need to be logged on to QuickBooks Desktop during the day, we recommend performing this update during after-hours so it does not interrupt their work day.
          1. When you’re logged in as Main Administrator, accept the update that pops up.

          1. Run a full Method:CRM sync so that all staff are operating within QuickBooks Desktop with updated changes.

          1. If you were on the beta of this engine, which was delivered via an installable .MSI file (rather than an automatic update), we encourage you to uninstall it and use the regular download from the QuickBooks tab.



          If you have any questions or concerns, please reach out to our Method Community Support team - they’re always happy to help :)


          Toll-free: 1.888.925.6238
          Local and overseas: 1.416.847.0400


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        • 5 Lies You Hear About Social Media Marketing for Small Businesses


          Good day Method users!  

          Once again it’s Alex, your friendly neighbourhood documentation man-about-town, stepping out from behind the editorial desk to bring you some food for thought for your small business.  

          I’ve talked before about how companies leverage their social media platforms into leads and customers, and since it’s a pet topic of mine I’m going to address the wide world of the World Wide Web once again today.  

          There’s a lot of misinformation that gets spread around about what social media is and isn’t, and more importantly, what it can and can’t do.  My years in advertising taught me how to avoid many of these pitfalls, so I am passing the savings on to you.  

          Behold: the 5 lies you’ve been told about social media marketing, and better advice from yours truly!


          A great deal is made of the “organic” nature of social media interaction, and some self-proclaimed gurus will tell you that your marketing plan should be equally organic (also known as “not planned out in advance”).

          To plan a campaign is seen in some circles as cynical, and a misappropriation of the medium.  Not so!  

          While it’s true that social media campaigns have to be more flexible than traditional marketing (because you’re interacting directly with your potential customers in real time), having no plan whatsoever is a good way to lose focus, direction, and ultimately, potential business.

          You don’t need to pre-script every Tweet, but you do need to know what your goals are and what assets you want to leverage to reach those goals.  And on that note... 



          Of course the whole point of owning a business is to make money, but the correlation between social media marketing and sales isn’t a 1:1 ratio, nor should it be.

          Unlike traditional marketing, social media marketing is less about guaranteeing sales (in fact, the more you push the self-promotion angle the less effective your campaign will be!) and more about developing relationships with potential customers, networking with complementary businesses, and showcasing your customer service.  

          Remember: in a Web 2.0 environment, conversation equals conversion, so start talking! 


           Okay, so you have a website, a Facebook business page, a Twitter feed, maybe an Instagram to highlight relevant photos, and if you’re really enthusiastic you might even have a YouTube or Vimeo channel for video assets.  

          That’s a lot of real estate - good for you! Now, what are you going to do with it?  If your answer was “nothing; I’ll let my customers come to me”, you need to reassess your strategy.  

          Online communities don’t build themselves, even though it might look like it sometimes.  Reaching out to existing customers and leads means making them aware of your social media activity (think about adding your Facebook and Twitter to your business cards, for example) and then providing relevant content to keep them coming back.  It’s a relatively minor investment in time that can increase your visibility and open your door to more customers.  












          All right, I think we’ve determined that social media marketing is a valuable tool, but don’t listen to the gurus who’ll tell you it’s the only tool your business will ever need again.  

          Particularly for certain types of businesses, an online presence in place of all other marketing can be a shot in the foot rather than a shot in the arm.

          Remember that print advertising and other traditional forms of marketing will target a demographic that won’t necessarily be reached through the internet.

          In modernizing your business, you don’t want to alienate customers and leads who favour a more traditional approach.  Find the balance that’s right for you and run with it.


           Even after all the years I spent working with clients in my advertising days, this one still baffles me.  I don’t know who is running around telling business owners that a Facebook page or a Twitter feed is going to totally overhaul their business overnight and that by morning a ravenous host of new customers will be beating down their doors, but if I find them I’m going to kick them in the shins.

          Social media, like any other form of advertising, is both a gamble and a long-term strategy.  

          Yes, it allows you to connect with your customers and leads in a more meaningful, human way than a billboard or print ad might, but that doesn’t mean you’re going to have a lineup out the door inside the first day, the first week, or even the first few months of a campaign.  Invest in solid social media real estate and cultivate it, and like a tilled field, you will reap the benefits in due time.

          So I turn it to you, business owners - what have your experiences been in using social media tools to promote your business?  What’s worked?  What’s failed spectacularly?

           Let us know in the comments, or you can find us on Facebook, follow us on Twitter, watch our great instructional videos on our YouTube channel, and check out my regular stomping grounds at the Method Help Center










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