Method Community



Switching to Method CRM and Method CRM Pro

There are 3 steps involoved to switch to the new CRM.

Step 1: Switch

  1. Go to Customize > My Account.
  2. Scroll to the bottom.
  3. If you are currently using Method CRM and would like to switch to the new CRM, click switch to this edition for Method CRM for QB Desktop.
    If you are currently using Method Full Blown Edition(now called Method CRM Pro) and would like to switch to the new CRM, click switch to this edition for Method CRM Pro for QB Desktop. 
  4. Read the three warnings.  There is no going back!  But don't worry, all your existing screens will still be left intact for now.
  5. Click Switch Now.
  6. Wait. 
  7. Wait some more.  This could take about 15 minutes. Do not refresh your browser.
One thing to note is that for existing Method accounts under the CRM tab group > Home tab, the tab links will show the old tab links located under the old Home tab and the two new tab links called Home Dashboard and Email Templates.
Step 2: Configure
  1. Go to Customize > Tabs.
  2. Edit the QuickBooks tab to set the roles.  Typically you would only want to grant rights to this tab for the Accountant, Administrator and Customizer roles.  
  3. Edit the Customize tab to set the roles. Typically you would only want to grant rights to this tab for the Accountant, Administrator, Customizer, Director and Manager roles. 
  4. Click Edit Tab Links beside Lists.  For each tab link, edit the roles that can view it.
  5. Repeat the above steps for the QuickBooks tab links.
  6. Repeat the above steps for the Customize tab links.
  7. You may, at this time, also wish to edit the tab links for Activities, Campaigns, Cases, Customers, Employees, Leads, Mobile, Opportunities, Solutions, Vendors, Vendor Leads and QuickBooks Home.  By default, however, the Staff role should be able to see these.
  8. Go to Customize > Users.
  9. For each user, edit their settings, and modify Step 4, 5 and 6.
  10. Under Step 4 of 10, they should only need access to the CRM and the QuickBooks tab groups, with the default being CRM.
  11. Under Step 5 of 10, specify which roles they should belong to.
  12. Step 6 is a big feature called Shared Lists and is heavily integrated into the CRM.  Shared Lists are a way for an administrator to control which lists users will see for each user in Method.  By default, each user will see all lists.  If you decide to turn Shared Lists on use it sparingly, since it really prevents users from seeing each other’s work - which is not always a good thing in a collaborative environment!
Step 3: Transition

After a week or so, come back to finish Step 3: Transition.  You still have "CRM" or "Full Blown" in your account, so your old standard screens and custom screens are still there. But ideally, you have brought your customized screens into the CRM and QuickBooks Tab Groups and have stopped using the previous tab groups.  Once this is done, it's time to clean up your account.
  1. Go to Customize > My Account.
  2. Under Method Full Blown Edition, click Remove App, and then Remove App further down.  If you have Method CRM Edition, follow the same steps except for your edition.
  3. Go to Customize > Tabs.  Are there any tabs you don't need any more, like Sales Center and Call Center? If so, remove them. 
  4. Go to Customize > Tab Groups.  Are there any tab groups you don't need any more, like Sales and Marketing and Support Dept.?  If so, remove them.
- Danny



pdirect said:

When I go to Customize > My Account, I receive the following notice . . . even though I'm logged in as admin.

Your Method Administrator must grant you permission to view this screen.  The Method Administrator is a user in your company with admin-level login permissions.  

July 18, 2011 5:24 PM

pdirect said:

Where is "Advanced Search" in the new CRM edition?  My users loved this!

July 19, 2011 10:46 AM

Method_Danny said:

@pdirect - the issue regarding not being able to see the My Account page is likely due to your permissions.  Check to make sure the user has access to under Step 7 of 10.

July 19, 2011 12:11 PM

Method_Danny said:

@pdirect - in terms of the "Advanced Search", it is still there but only when you add a new Activity.  It is located in the (...) next to the Contact dropdown list.  We've already had some initial feedback asking for this to be included on the Customers and Leads list so we are looking into adding this in.  Thanks for the feedback!

July 19, 2011 12:13 PM

jshoff said:

strange problem, we just switched our own internal db over to crm pro, and now when looking at cases, they ALL show up regardless of whether you select "active" or "closed" etc...

July 19, 2011 3:47 PM

l.fischer said:

When I go to Customize > My Account and scroll to the bottom, I see a Beta Invite Code notice.  I have full admin rights.  Am I looking in the wrong place?

July 19, 2011 4:51 PM

l.fischer said:

Hey Danny, I logged out and back in again.  This time I found the "switch."

July 19, 2011 4:57 PM

Method_Danny said:

@John - One thing that changed with the new CRM is way we filter the Cases list.  Before we would look at the Status field to see if it contained the work "Closed" and filtered according to that.  This worked but when a user changed the name to something other then closed, it wouldn't filter properly.

Now we have an additional field setup at the case status level that indicates if that status is closed.  New users of course would get this field no problem but current accounts we had to run a process to update.  Perhaps for some reason it didn't work in your case. Can you check the following?

1. Click Cases > Cases List.

2. Click Go To for any case.

3. Click the (...) next to the Status dropdown list.

4. Select the Case Status that indicates Closed.  Notice the "Closed Case" checkbox?  Make sure this is checked for statuses that are supposed to be closed.

July 19, 2011 8:23 PM

Robin said:

Hi Danny,

I have 2 questions:  When trying to switch over, I can get past Step 1 above.  But when I try to customize (step 2), I can't access tab groups & there is no CRM tab to allow access to.  I have been using Chrome and tried it with IE.  I have also logged off and logged on again.

Also, how will this affect Professional Svcs app?



July 25, 2011 2:38 AM

Method_Danny said:

Hi Robin,

In Method if you click Customize > Tab Groups, click Edit next to the CRM tab group.  This group should have been added as part of the upgrade process.  You'll want to make sure that you and your other users have access to this group.  If you still have trouble, please post on the forum so the team can help you out.

As for Pro Services, this does not affect that app.  

July 25, 2011 10:54 AM

l.brandow said:

Hey Danny,

It looks like we are experiencing something similar as l.fischer (above). When I log out and log back in, it still doesn't show me a "switch to this edition" link. Do you have to perform some magic on your end to make the link appear in our account?


July 25, 2011 1:50 PM

Method_Danny said:

Lance - The link should appear for everyone.  If you're still having trouble, please post onto the forum for assistance.  

July 25, 2011 1:54 PM