Search results by user ID 2136

Re: Error: Invalid Company Account. Check the spelling and try again.

Method_Valbon — Thu, 04 Oct 2018 11:46:28 GMT

Hi BuvinJ - we do have this help article How do I find my Company Account?

Re: Duplicate Estimate Button

Method_Valbon — Wed, 30 Sep 2015 22:38:21 GMT

Hi Cameron,

Unfortunately, there is no way to change the table once that particular action has been set up (the insert record into table action) so you would need to start from the beginning by selecting the proper table.

In case you’re curious, if we allowed users to change the table it would open the door to many potential errors. Example, the fields that were reference from the original table may not exist in the new desired table, there could also be new required or unique fields to consider. For those reasons, you would have to manually delete all those fields before you could get started so we require users start over with this action in these situations.

Re: Add New on Drop down

Method_Valbon — Thu, 04 Dec 2014 14:38:47 GMT

Hey Matt,

You can actually do this now it’s just not immediately clear the option is there. Here’s the basics:

1. Select the dropdown from the designer
2. Scroll to the end of the properties panel (for the selected dropdown)
3. Open up the Actions/Events options
4. Add at least 1 action to ‘Custom Row Click’

Then…

5. Scroll up (near top) of the properties panel (for the selected dropdown)
6. You should now see an option ‘Custom Row Text:’ to call the option ‘New / Edit’ or whatever

Re: Permissions at Screen, Section or Object Level

Method_Valbon — Thu, 20 Nov 2014 21:19:18 GMT

Hi Mahlon,

Permissions (and rights) were a work in progress during the time this initial revision of the Customization 101 doc was written. Rather than leaving permissions out completely we wrote a very high level intro with intentions of coming back to fill in the gaps. :)

Thanks for the posts on this topic!

Microsoft Office Customization Installer work around?

Method_Valbon — Wed, 20 Aug 2014 11:59:05 GMT

The following post came in via email:

Hi, I want to use the Outlook plug in but don’t have a volume license therefore no Microsoft Office Customization Installer. Is there a workaround?

4 Ways to Stay Organized and Efficient at Work

Method_Valbon — Tue, 22 Apr 2014 19:45:00 GMT

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!

Val

Intuit Reseller Rally: Method’s Adventure to Silicon Valley

Method_Valbon — Wed, 26 Feb 2014 14:52:00 GMT

For many, the start of a new year means resolutions to get fit, eat healthy, time with family...I could go on but will spare you. For some of us at Method, this new year kicks off a new round of annual conferences.

By now there’s a lot that is routine in attending conferences -- airport delays, long nights and early mornings -- while other parts are fresh, bold, and totally new, like the product features, innovations, announcements, and new faces. For 2014, Method decided to be fresh, BIG and bold!

Intuit Reseller Rally

Our first trip took us to beautiful San Francisco for the annual Intuit Reseller Rally, bringing together some of the top Intuit Resellers. Together with sponsors like Method:CRM, the event provides Intuit Resellers, many of whom are a part of Method Partner Program, with an opportunity to see the latest showcases and innovations in the marketplace.

Additionally, it provides an opportunity to interact with other Resellers to share their own best practices and to also learn from others to help their own clients to be more successful.

Silicon Valley - the Mecca of Innovation

During the trip, we made sure to stop in at the Intuit Headquarters, where we were greeted with apps (short for appetizers...not tech applications) and a small tour around the Innovation Center. During the Intuit Gallery Tour, we were treated to demos of some pretty exciting technology - here are a few:

GoPayment by Intuit

For those small businesses that provide services on the road, Intuit’s GoPayment is a way to accept credit card payments on the spot. Instead of sending a customer an invoice for a product or service and then waiting days, or even weeks for payment, the GoPayment card reader and app allows you to either swipe, key-in, or snap a picture of a customer’s credit card and process the transaction immediately.

To provide authorization for their credit card, the customer signs right within the app and receives a receipt of the transaction by text or email. The transaction syncs up with QuickBooks and Intuit Point of Sale products, so everything is in the system before you even get back to the office. How cool is that?!

SparksRent by Intuit

Intuit created SparksRent because handwritten, post-dated rent cheques are outdated and landlords need an alternative to chasing after payments. This is how SparksRent works:

Landlords create a SparksRent account and add rental units, tenants’ info, and their own banking info to receive payments
Each tenant will receive a welcome email from SparksRent where they are shown how to pay rent through the application and even set up automatic payments
Each tenant can see all their payments on their dashboard, which is an easy way to make sure you haven’t missed any
When a rent payment has been made, the landlord receives a notification email with the payment confirmation and can also view all tenant payments on his own dashboard.

A Quick Stop Off at Google

Before the start of the Intuit Reseller Rally, Paul and Danny left the Toronto winter weather behind for an extra day in Silicon Valley to meet up with an old friend, who not only works at Google HQ but who was kind enough to show the guys around. I was told it was an amazing experience and that both Intuit and Google had pretty incredible offices and corporate cultures. Here are some pics from outside the Google office and what Paul and Danny had to say.

“Google and Intuit are both highly innovative companies that have been very successful at building products that have won the hearts of both consumers and small businesses. I enjoyed getting a peek into their environments. Key takeaway: Google has a better staff coffee policy!”

- Paul Jackson, Method CEO

“Visiting Google and Intuit's headquarters provided a sneak peak into what makes each of their workplaces unique. This was also a perfect time to do some self reflection into what makes Method's work environment unique and special. While we aren't there yet, if I were to sum up our workplace it would be a perfect blend of both companies cultures. Creative/playful (Google) and structured/organized (Intuit).”

- Danny, Method COO

(Danny forgot to mention that Method HQ also has a fantastic Friday afternoon beer policy!)

If you'd like to see all the pictures from our trip, follow us on Facebook and stay tuned!

Val

Re: iPhone, iPad, android, tablet app

Method_Valbon — Wed, 12 Feb 2014 19:40:58 GMT

Hi Lance,

If you haven't already heard, we've been very busy lately working on a re-haul of our Method CRM platform with a heavy focus on mobile use and friendliness on iPhone, iPad, tables, and etc. You'll be happy to hear that one of the first apps is a contacts app and are very close to a soft beta release with more details on this as we get closer to that date. Stay tuned!

Re: Editing emails within Method before sending, and attachment filenames

Method_Valbon — Wed, 05 Feb 2014 22:19:19 GMT

Hi AJ,

It is possible to include an attachment in the email. Take a look at the Send Email action and you will notice the option for ‘Attachment Location’. If you use this with the Generate a Report action to silently run generate the report (un-checking the option to show it in a new window) this can be used in the Send Email action for attachment location. These steps are easy for Method Reports.

If you are trying to attach a file that is stored within the Method Documents area, follow the steps below.

1. Added a Retrieve Value From table action

Table: DocumentLibrary
From Field: Document

2. Placed this action just ahead of the send email action
3. Modified the send email to include this attachment via the action result name

Re: Time Tracking in Method

Method_Valbon — Wed, 18 Dec 2013 23:01:41 GMT

Hi there,

Yes, this data certainly feeds into QB. You can access the time-tracking screen by changing from the CRM group or tabs to the QuickBooks group of tabs. Check out this help centre article and the great video that goes along with it.

With some very basic customization you can add a button to export the data from the grid or use the free integration tool to export the time-tracking table. Here's the help center on the export tool.

Hope this helps.