The Method:Sidebar for Gmail gives you access to apps that allow you to manage data within your Method:CRM Account. You can access each app by selecting the app link in the sidebar.
To install the Method:Sidebar for Gmail, please see our article, Installing Method:Sidebar for Gmail.
Q: What is the Method:Sidebar for Gmail?
A: Method:Sidebar for Gmail brings your CRM into your inbox, making you and your team more efficient by eliminating double-data entry and centralizing you data. The best part? It’s FREE with your Method:CRM subscription!
When you open an email, Method:Sidebar displays the contact’s phone number, address, account balance, QuickBooks transactions, CRM activities, opportunities, cases, and documents. PLUS, it gives you the ability to add new contacts, activities, follow-ups and opportunities, that instantly sync with QuickBooks, so you can stop flipping between your email, your CRM and your QuickBooks file.
Q: Who is this available for?
A: All Gmail users who have an active Method:CRM account can use the Method:Sidebar. Our previous Gmail Gadget required users to be on G Suite, however this is open to anyone on Gmail.
Q: Did this replace the Gmail Gadget?
A: Yes, the Gmail Gadget will be discontinued as of August, 2018, because Google shut down all Gmail contextual gadgets in favor of Gmail Add-ons.
Q: Will the Method:Sidebar automatically save emails to Method:CRM?
A: Unfortunately, no. Although you can manually create an activity with the email content embedded in that activity, the Gmail Add-on architecture restricts us from automatically saving emails to Method:CRM.
Q: Can I customize the Method:Sidebar?
A: No – the add-on is configurable, but not customizable. Unlike Method:CRM, the add-on doesn't let you use custom tabs, screens, tabs, fields or actions. It needs to be used out of the box and configured.
Q: Will the Method:Sidebar work on mobile?
A: The Method:Sidebar will add support for Android Mobile.
Q: How will permissions work? I don’t want some users seeing certain information.
A: The Method:Sidebar respects permissions.
- Respects shared user lists.
- Respects Method:New or Method:Classic permissions
- If you don’t have access to a tab or app
- You will not be able to search against it
- You will not be able to view records
Q: Does the Method:Sidebar support the classic version of Method?
A: Yes. The Method:Sidebar works with the classic version of Method:CRM.
Q: What if I have multiple Method Company Accounts?
A: The Method:Sidebar only supports one Method:CRM account per gmail email. However, you can switch between accounts by signing out and signing into another.
Q: Does the Method:Sidebar support shared inboxes / delegated accounts?
A: No. Google does not allow add-ons to work with shared inboxes or delegated accounts at this time.