Search results for 'webinar'

Happy Holidays from the Documentation Team

Method_Errol — Thu, 19 Dec 2013 17:22:00 GMT

Allo and Happy Holidays!

Wow! Not only have I not blogged in a while, this will be my last blog of the year! Have I been working on things? Yes! I have! And I will hope to get them out before the year ends.

However, I need to share a video with you! A Happy Holiday video that Alex, the documentation guy, made with me! Alex decided he wanted to get in on all the video tutorial fun so we did a joint one:

It was a lot of fun to make! I think my office mates were wondering why we were yelling in the next room.

Anyway, what is coming up? Well, I am working on new Field Service videos and I am hoping those will get done before holidays hit! And we are also converting the webinars that required the GoToMeeting codec to normal youtube videos!

What does that mean? Remember the webinar page that we had (which has now been moved to the help center)? Well, a few of those videos required a codec in order to be viewed. We’re converting them so that you can now view it on YouTube and not worry about downloading and installing anything on your computer! Huzzah!

For a sneak peak, we've converted all the Customization Webinars and they are now available as a playlist on YouTube.

Soon you will not need the Codec to watch our Webinars!

Anyway, we’ll definitely keep you posted, and follow @MethodCRM on Twitter or Facebook because they always announce things that are happening!

Take care, and I hope you have a great winter holiday!

Did you enjoy this blog post? Pass it on!

Gmail Gadget for Method CRM has been released

Method_Paul — Wed, 18 Jul 2012 17:03:00 GMT

Attention Google Apps and QuickBooks users!

Google Apps has rapidly become the destination of choice for small and medium sized companies looking for hosted email, online spreadsheets, and a shared calendar. Even at Method HQ we dumped our Microsoft Exchange server, switched to Google Apps, and haven't looked back. It's one less thing for us to worry about and maintain.

Since Method CRM is made for small businesses using QuickBooks, it's no surprise that integrating with Google Apps has been a priority. After a successful beta period, I'm happy to announce that our Gmail Gadget has been released!

What it does

Method CRM now works where you work: right inside Gmail. The gadget does a lot of things, but here are some highlights to get your juices flowing:

An existing QuickBooks customer sends you an email
When you click on the email, the gadget displays the contact's phone number, address, balance, QuickBooks transactions, CRM activities, opportunities, cases and documents. Plus, it gives you the ability to add activities, follow-ups, cases, opportunities and documents without even leaving your inbox.

A new lead sends you an email
A couple clicks of later and you've created a new contact and assigned a follow up activity and opportunity. You can even create a new QuickBooks customer or vendor directly from your Gmail inbox!

A customer hasn't paid their invoice
Generate a link to include in your email response so that they can easily view and pay their invoice online through the customer portal.

A customer emailed about an issue they are experiencing
Easily create a case, and have the attachments from their email included. Plus, if you're using SmartVault, the attachments flow through to your SmartVault Toolbar in QuickBooks. Now that's automation!

What people are saying

"The MethodCRM google gadget is fantastic. We were expecting a simple way to move Gmail into our CRM. Our expectations were blown out of the water."
-Mark Crews via Google Apps Marketplace review

"This gadget was first released [in beta] just a couple of months ago and is already an awesome gadget with great features. I now use it throughout the day to record client emails as CRM activities and much more."
-Selwyn van Rooyen via Google Apps Marketplace review

"The gadget is a real time saver and a great extension of the Method Integration CRM system. If you are a QuickBooks and Google Apps user; adding Method Integration CRM and this gadget to your Gmail should be given some serious consideration."
-Randall Dickey via Google Apps Marketplace review

Next steps

Click here to install the Gmail Gadget from the Google Apps Marketplace. Note:you'll need to be a Google Apps user.
Sign up for next week's webinar to see it in action. Wednesday, July 25th, at 2 PM Eastern (11 AM Pacific).
Read documentation to learn more.

We're proud to get this out to you. I think you'll agree that it's some of the finest work we've done. I'm especially excited with the feedback I've heard when talking to beta testers - never before have I heard the word "love" used so many times about a product I've been involved with - that's a really good sign we've done something right!

Oh, I should mention.....it's FREE and included in your monthly Method CRM subscription!

Enjoy,

Paul

Method Webinars

Anonymous — Wed, 31 Aug 2011 19:51:00 GMT

What is a "Webinar"?

You're busy. So you are finding it hard to get enough time to sit down, and learn how to get the most out of Method. That's why you need a webinar! It's only 30 minutes long, and is the fastest way to learn about Method.

A webinar is a web-based presentation to a group of attendees. Simply register for the webinar, receive a confirmation email with the link and login information, and click on the link to login at the time of the webinar. You'll see the presenter's screen, which is combined with audio, so you'll feel like the presentation is taking place right in front of you.

When are webinars held? How do I register to attend?

Webinar topics will be announced in the Method Blog, so subscribe to our RSS feed for email notification of new blog posts. Be sure to register as soon as each webinar blog entry is posted, as space will be limited in each session. Future webinar dates will also be listed under the Live Webinars section of this page.

What is an RSS feed?

An RSS feed is a way for you to get new website information without having to visit all of your sites. It is as if your favorite websites have you on a mailing list and send you an email saying, “just wanted to let you know that there is new content to checkout.” All you have to do is follow a few simple steps to subscribe.

Click here to read a blog entry on the what, why and how of RSS feeds.

To subscribe to the Method Blog’s RSS feed, click here.

Can’t make it to a live webinar?

There’s no need to worry. Method webinars are recorded, so if you can't make it, you can view them at your own convenience. To view recordings, simply scroll down to the “Webinar Recordings” section of this webpage,

If you have any questions about the community webinars, please contact the Method team at 1-888-925-6238 ext. 1.

Webinar Recordings

YouTube friendly recordings

All of our most recent webinars are uploaded to YouTube.

Older webinars

Some of the older webinars listed below will require that you install a GoToMeeting codec on your computer prior to watching a recording.

If you are using Internet Explorer 8, right click on the link and click 'save as' to view past webinar recordings.

If you are using Firefox or an older version of Internet Explorer, simply click on the links below to view the recordings.

Note - If you have never watched a GoToWebinar or GoToMeeting recording on your computer before, you may need to install the following codec prior to watching the recording: www.gotomeeting.com/codec.

Live Webinars

No live webinars are currently scheduled. Have a suggestion for a webinar? Email method@methodintegration.com

Recorded Webinars

Method CRM 2.0

Overview of Method CRM - 57:35 min

An introduction into the new version of Method CRM 2.0.

Leads and Customers - 33:58 min

Learn how leads and customers (and their contacts) are entered into Method CRM. We also go over important fields in the lead/customer forms and show how to easily find and manage your records.

Activities Tab - 31:10 min

Learn about the Activities grid and how it can be used as a to-do list as well as a means to quickly query the activities table based on filters you can type in. We'll also enter in new activities, use the “quick create” links to create activities, and show you how to make the most of the data displayed when viewing/editing an activity.

Opportunities and Campaigns Tabs - 31:56 min

Learn how to create opportunities and effectively use them as a means to track your sales team's progress. We'll go over entering in new opportunities and creating activities for the opportunity all in one step.

Cases and Solutions Tabs - 30:05 min

Learn how to search through existing cases and create new ones while having the ability to create a lead/customer/activity all in one step.

Home Tab and Shared Lists - 31:07 min

Learn the significance of the info displayed in the home dashboard and how to create/maintain email templates. In addition, we'll also explain the concept of shared lists and show you how you can set data access permissions between each user in Method.

Roles and Reminders - 23:11 min

Learn how to use Roles to limit what users can see when they log into Method. If you want John Smith to only see Customers and Activities, we'll show you how to set that up. We'll also be going over the setup of SMS and email reminders for your activities.

Documents Tab - 1:01 hr

Learn how to use Documents and relate documents to QuickBooks transactions as well as CRM enteries. You'll also learn about SmartVault and how it easily integrates with Method CRM.

Google Gadget

Using the Google Gadget - 36:09 min

Learn how to view and add activities, follow-ups, cases, opportunities, documents and leads/contacts using the Method Google Gadget.

A to B Walkthroughs

A to B of the Vendor Center - GoToMeeting codec required

Creating a vendor, purchase order and receiving items

Converting Estimates to Sales Orders to Invoices - GoToMeeting codec required

Converting estimates to sales orders and then to invoices

Method Import / Export Tool - GoToMeeting codec required

Overview of the Import/Export Tool, Exporting from Method, Importing into Method

Outlook Plug-In, Portals and Web Forms

Method Outlook Plug-In 2.0 - GoToMeeting codec required

Outlook Plug-In 2.0

New Contacts Portal with Payment Gateway Integration - 19:03min

Using Contacts Portal to see an invoice and estimate, pay outstanding balance or selected invoices and submitting cases.

Web Forms - 15:36min

Capture leads through your website and automatically create new opportunities.

Method Warehouse

Method Warehouse: Level 1 - GoToMeeting codec required

Creating bins, receiving items, assigning serial numbers

Method Warehouse: Level 2 - GoToMeeting codec required

MRP Calculator, locations

Method Field Services

Introduction to Method Field Services - GoToMeeting codec required

Creating work orders, job costing, time tracking, overview

Method Field Services: Level 2 - GoToMeeting codec required

Work orders, job costings, equipment

Recurring Work Orders and Activities - 25:52min - GoToMeeting codec required

Recurring work orders and activities

Method Expense Reports

Introduction to Method Expense Reports - 24:07min

Learn how to create, submit and approve expense reports

Method Professional Services

Introduction to Method Professional Services - 33:11min

Need to track time and easily convert that time into a QuickBooks Invoice? Learn about the new Method Professional Services app.

Customization

Getting started with Tables and Fields - GoToMeeting codec required

What is a table, standard tables and custom tables, viewing and creating tables, fields

Introduction to the Customization Screen - GoToMeeting codec required

Adding and copying screens, sections, fields, objects, advanced screen properties

Introduction to Actions - Level 1 - GoToMeeting codec required

Actions including: save all sections, refresh grid, show message, events (button click, gain focus, lost focus, text change)

Introduction to Actions - Level 2 - GoToMeeting codec required

Actions including: clear screen for new entry, go to field, go to screen, export to Excel, export to PDF, generate report

Advanced Actions: Looping and Conditional Statements - GoToMeeting codec required

Actions including: loop through table, send email, conditional statements

Introduction to Method Objects - Level 1 - GoToMeeting codec required

Objects including: grids, attachments, radio buttons, check-boxes

Introduction to Method Objects - Level 2 - GoToMeeting codec required

Objects including: calendar, date and time picker

Advanced Actions: Shared Results and Basic Math - GoToMeeting codec required

Actions including: Hide/Show Section, Insert Records into Table, Set Active Record ID for Screen, Basic Math, Assign Value to Shared Results, Get Value from Shared Results, Go to tab link, Retrieve Value from Screen

SQL and Retrieve Value From Screen Scripts - 36:02min - GoToMeeting codec required

Advanced scripts in grids and Retrieve Value from Table using SQL

Method Report Designer

Introduction to Designing Reports: Level 1 - GoToMeeting codec required

Creating a basic report, group header/footer, detailed reports, basic calculations, generating reports

Introduction to Designing Reports: Level 2 - GoToMeeting codec required

Layout, sorting, grouping

Tips and Tricks for Designing Reports - 26:08min - GoToMeeting codec required

Adding your company logo, changing object colors, tips on detail reports, using the cross band box, adding calculating fields, currency formatting

Troubleshooting

Method Troubleshooting 101 - GoToMeeting codec required

Installation, FAQ

Method Mobile

Introduction to Method Mobile - GoToMeeting codec required

Supported mobile devices, customization tips & tricks for mobile devices

Scenarios

Community Webinar 33: Scenario - Editing the Invoice Screen - 43:38min - GoToMeeting codec required

Editing an invoice to include commission, a duplicate button and selecting alternate billing information

Archived Webinars

View Archived Webinars

Archived Webinars

Anonymous — Wed, 03 Aug 2011 18:54:00 GMT

The webinars listed below reference older screens and/or features that are no longer used in the most recent updates available through Method. It is likely that newer webinars will be recorded to cover topics listed on this page. While some of the information may still be relevant, it is important to be aware and cautious of differences between the webinars and your Method account.

Webinar Recordings

If you are using Internet Explorer 8, right click on the link and click 'save as' to view past webinar recordings.

If you are using Firefox or an older version of Internet Explorer, simply click on the links below to view the recordings.

Getting Started

Getting started with Method - GoToMeeting codec required

Setting up permissions, creating users, tab groups/roles

A to B Walkthroughs

A to B of the Customer Center - GoToMeeting codec required

Creating a customer, invoice and credits

Method CRM 1.0

Introduction to Method CRM - Level 1 - GoToMeeting codec required

Campaigns, opportunities and activities

Introduction to Method CRM - Level 2 - GoToMeeting codec required

Cases and solutions

Introduction to CRM: Level 3 - Customer Portals - GoToMeeting codec required

Customer portals

Introduction to CRM: Level 4 - GoToMeeting codec required

Email templates, List Builder, Outlook integration

Documents, Dashboard and Opportunity Stages - GoToMeeting codec required

Document Library, Sales Center Dashboard with charts/graphs, opportunity stages

Adding and Editing Contacts in Method - GoToMeeting codec required

Add/Edit Contacts in Method, Add/Edit Contacts in Method Outlook Plug-In 2.0, using Advanced Search

Scenarios

Scenario - filter screens by QuickBooks Sales Reps - 32:52min - GoToMeeting codec required

Linking a user to a QuickBooks Employee/Vendor, Import values from session, Creating tabs/groups/roles, Filter grids by Sales Rep and other filter examples

Still Emailing PDFs? Wake up and smell the new portals!

Method_Paul — Thu, 17 Feb 2011 13:37:00 GMT

With today's release of the new portals, I can happily announce: the days of emailing PDF invoices are over. They are dead. Stick a fork in them. Emailing invoices just creates a hassle for your customers.

When your customers receive an emailed invoice they think to themselves:

How do I pay for this? I have 2 minutes right now, is that enough to get this done?

If I have to call to pay it, will they even pickup the phone, or will I have to leave a message or wait on hold? Ugh....I don't have time to find out - I'll do it later.

My contact information is wrong. How do I change this, and how will I know it was really changed? Should I even bother?

I thought I paid this already. There's no billing history in this email. Do I have time to dig into this right now?

That reminds me, I need a copy of last month's invoice for my expense report. How do I request this? How long will it take them to get around to sending it to me? I need this now.

Darn! More money out of my pocket! (okay.....we really can't help with that one)

Bottom line: today's customers are too busy to call or email you. They are doing their business on the web and getting their tasks done INSTANTLY, on demand, without having to wait for email responses or having to pick up the phone. The companies they value more are the ones who make it convenient for them to get their tasks done.

The new portals give your customers convenience, help them pay you faster and make you look professional - BIG COMPANY professional. Even better - this is all available "out of the box" in Method, with no additional setup required. In fact, chances are, you are only minutes away from sending your customers their first invoice the new way.

Here is your new invoicing process:

Create your invoice in Method using the Customer Center > Invoices screen. Here, I am using our "Best 4 You Services" account, which has been customized with our own company logo and color scheme.
Make sure Email notification when saving? is checked.
Click Save & Email.
You will be BCC'd on the email your customer gets.
Notice that the email has a simple link to click, built using our new MIurl.cc short URL.
Once your customer clicks on the link they'll be taken to a sign in screen.
Note, only their email address is needed for authentication. This makes it easy for them to sign into the portal without any hassle.
After signing in the customer is taken directly to the invoice.
Here they can view or print a PDF, and pay their invoice online. Don't have a payment gateway setup yet? Get on it! Method currently supports Intuit Merchant Services, Authorize.NET and PSIgate. If you use Intuit Merchant Services, read my recent blog entry about how to setup Intuit Merchant Services for Method.

Other features of the new portals:

Your customers can view and modify their contact information. When this happens, both you and the customer get an email notification. Of course, the new information flows instantly into QuickBooks!

The portals now collect Social Media information about your contacts, such as their Facebook, LinkedIn and Twitter user names.

If you are a Method Full Blown or CRM user, your customers can search existing solutions, which are your frequently asked customer service questions.

If you are a Method Full Blown or CRM user, your customers can create a customer service case.

It's all customizable!! You can modify the screens, and create your own screens to further enrich the customer experience!

What does this cost?

The first 500 portal sessions each month are FREE. This is a lot of sessions, so for the vast majority of Method users, portals are now totally free.

Have heavy portal use? For each session beyond 500 a month you'll see 15 cents added to your bill. I think you'll agree this cost is an amazingly tiny little dot next to what it would have cost your staff to handle all those calls!

What's a "session"? A portal session is 5 minutes of continued activity, which is typically more than enough time for your customer to get in and out. What if they forget to sign out? Don't worry, if they use it for 5 minutes, leave the portal open all day, and then come back and use it for 5 more minutes, it only counts as two sessions.

So, what are you waiting for? Get started on the new way of invoicing TODAY!

Paul

Method Founder & CEO

User Spotlight: CSConsult creates QuickBooks custom software using Method!

Anonymous — Tue, 01 Feb 2011 15:18:00 GMT

The other day, I had a wonderful conversation with Antonio Macedo from CSConsult over in Liverpool, United Kingdom. After speaking with Antonio, I knew he’d make a great user spotlight due to his rapid implementation and impressive Method customizations over the past few months.

CSConsult began as a bookkeeping and accounting services partnership 3 years ago, but now also provides consulting services to small and medium-sized companies in the UK under the motto, “Helping your business grow”. CSConsult’s goal is to let business managers do more of what they do best: remain focused on their business strategy! As a business consultant, he does this by analysing their operations and then seeking out and implementing the most appropriate systems to solve his clients’ biggest problems. Recently, CSConsult discovered and started recommending Method as a solution for increasing productivity on many fronts.

About 4-5 months ago, Antonio had been approached by a small company specializing in maintenance and redecoration, with an impressive growth in the last twelve months – from 1 man to 11 people working in 2 teams. This company recognized the need for a technological solution, as its pen, paper and email processes were no longer satisfactory. They wanted to streamline processes and be able to work outside of the office. Antonio and his partner were asked to identify and deploy a system to support such growth and that would allow decentralized, online access to the company processes, such as lead management, quotes, field logistics, CRM and invoicing. CSConsult’s client expressed that their customers – big construction contractors – were urging their subcontractors to go paperless and provide online support, so remote access was a major requirement.

CSConsult searched and reviewed multiple options, including Method, which was discovered as a search engine result. CSConsult quickly identified Method Integration as the best possible solution, synced with QuickBooks and started customizing screens to meet their customers’ needs, with only the help of the forums, webinar recordings and self-service documentation. Antonio noted that this ability to customize without needing to be a developer or programmer was one of Method’s greatest strengths. You can see the impressive customization Antonio has done to the screen below.

Within the span of a few months, CSConsult had completed round one customizations for its client and successfully implemented the solution to the point where employees were comfortable using Method. As opposed to typical custom programs, which tend to take many more months to go from concept to deployed, not to mention at a far greater financial expense, CSConsult had Method operational for its client in no time. Antonio spearheaded the customization, alongside his partner, Caroline, based on the client’s guidance, and the client couldn’t have been happier with its ease of implementation for employees.

CSConsult’s client has been happily using Method and enjoying the QuickBooks remote entry while carrying out quotes and invoicing processes. In January, the client started producing and distributing work orders and job sheets to the Field Team Leaders via electronic means. Their next step will involve their customers accessing the Customer Portal to leave online requests for new jobs. Last, but not least, will come the customizing and deploying of Method’s CRM features. Productivity levels are now, and will soon be even more so, a far cry from their previous pen and paper processes!

CSConsult has since been approached by other companies interested in streamlining their field operations, and they’ve come to the realization that this solution, once believed to be a one-time solution for a single client, has a great deal of potential to be implemented for plenty of customers. As a result, Antonio has joined the Method Solution Provider Program as a Method Certified Consultant and will actively be seeking a market in the UK to promote, sell and provide Method services to. CSConsult is in the process of creating a page on their website to promote their Field Solutions based on Method Integration and will be tweaking their SEO in an effort to attract new leads in the UK market. CSConsult also plans to determine whether the Method Professional Services App will work well for their own use.

If you live in the UK and you think you might benefit from CSConsult’s services, please reach out to Antonio using the contact information below. Please also feel free to pass this information along to anyone you know who might want to take advantage of their offerings.

CSConsult – Antonio Macedo

M: +44 (754) 381.7722 T: +44 (845) 544.0858 F: +44 (845) 544.0158

E: antonio.macedo@csconsult.co.uk W: www.csconsult.co.uk

Follow on Twitter: csconsult_co_uk

Follow us on LinkedIn: www.linkedin.com/company/csconsult_co_uk
Team’s Profiles: uk.linkedin.com/in/antoniomacedo; uk.linkedin.com/in/caroline2008

Like us on Facebook: www.facebook.com/csconsult

If you’d like to share your story with the community and be featured in a Method User Spotlight, please email me at k.riley@methodintegration.com.

Thank you Antonio for sharing your Method experience with us

Katie

Community Webinar 34: Recurring Work Orders and Activities

Anonymous — Mon, 20 Sep 2010 13:14:00 GMT

On Wednesday, September 22th @ 1:00pm EST, Ryan Bell will be doing a demonstration on creating a recurring work order. He will talk about the difference between editing a series vs. an occurrence. He will also be demonstrating how to create recurring activities.

This webinar will take place live but will also be recorded and posted as a comment on the Method Blog and on the complete list of webinars on the Method Forum.

Complete List of Method Recorded Webinars:

http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx

To register, click the following link:

https://www2.gotomeeting.com/register/449641570

Cheers,

Danny Do Couto
Method Integration

Community Webinar 33: Scenario - Editing the Invoice Screen

Anonymous — Wed, 08 Sep 2010 17:11:00 GMT

On Wednesday, September 15th @ 1:00pm EST, Ryan Bell will take you through a customization scenario on editing the invoice screen. He will be adding fields to calculate commission, create a duplicate button from scratch and end with creating a dropdown list to select alternate billing information.

This webinar will take place live but will also be recorded and posted as a comment on the Method Blog and on the complete list of webinars on the Method Forum.

Complete List of Method Recorded Webinars:

http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx

To register for this webinar, click the following link:

https://www2.gotomeeting.com/register/209436074

Cheers,

Danny Do Couto
Method Integration

Community Webinar 32: SQL and Retrieve Value From Screen Scripts

Anonymous — Thu, 02 Sep 2010 14:45:00 GMT

On Wednesday, September 8th @ 1:00pm EST, Valbon will guide you through examples of using SQL scripts to override grid columns in Method followed by advanced scripts used with the Retrieve Value From Table action.

This webinar will take place live but will also be recorded and posted as a comment on the Method Blog and on the complete list of webinars on the Method Forum.

Complete List of Method Recorded Webinars:

http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx

To register for this webinar, click the following link:

https://www2.gotomeeting.com/register/186719331

Cheers,

Danny Do Couto
Method Integration

Community Webinar 31: Scenario - filter screens by QuickBooks Sales Reps

Anonymous — Wed, 14 Jul 2010 21:03:00 GMT

On Wednesday, July 21st @ 1:00pm EST, Valbon will take you through a customization scenario on how to filter screens by the QB sales reps. He will then create groups/roles that allow both the sales reps and a ‘manager’ type role to view only information they need.

This webinar will take place live but will also be recorded and posted as a comment on the Method Blog and on the complete list of webinars on the Method Forum.

Complete List of Method Recorded Webinars:

http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx

To register for this webinar, click the following link:

https://www2.gotomeeting.com/register/606399723

Cheers,

Danny Do Couto
Method Integration