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.