The Method:Sidebar for Gmail is a quick and convenient way to see Method:CRM data within the inbox of your gmail account. With the Method:Sidebar, you can create work orders for your customers who send you email.

Using the Method:Sidebar for Gmail, the following work order features are available for the contact when viewing their email:

  • List work orders related to contact (shown above in image)

  • View detail of an existing work order

  • Create a new work order (You will be only be able to insert one line item)

  • Mobile Email-App support

For more information on the Method:Sidebar itself, please see the Method:Sidebar for Gmail branch in our help center.

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