The following is a list of all video tutorials for Method. These links will take you to the YouTube URL for the videos.

If you wish to have your questions answered, please schedule a demo with us.

Sync Method With QuickBooks

Before you can use Method, you will need to sync it with your QuickBooks account.

[0:45] Save Time with Method's QuickBooks Sync    
[3:22] Syncing Method with QuickBooks Desktop    
[2:31] Signing up to Method with QuickBooks Online    

Getting Started – YouTube Playlist

An intro to how to navigate and manage your Method account.

[0:36] Getting Started Learning Objectives
[3:42] Method Dashboard
[3:14] Menus and Navigation
[2:28] Packs, Apps, and Subscriptions
[5:44] Managing Subscriptions
[4:46] Adding Method Users
[6:14] User Profile and Settings
[7:23] Managing App Permissions

Apps

Method contains a number of apps. Here is an intro to some of the apps which are installed by default into your account.

Contacts App – YouTube Playlist

[0:46] Contacts App Learning Objectives
[3:52] List & Filter Views
[3:57] List Columns
[3:09] List Search & Advanced Search
[6:20] Adding a New Customer
[4:12] Adding a New Customer Lead
[2:54] Adding Additional Contacts
[3:14] Updating Contacts and Customers
[7:08] Contact Profile Details

Activities App – YouTube Playlist

[0:47] Activities App Learning Objectives
[1:30] Defining Activities
[3:42] Activities List
[4:28] Creating a New Activity
[3:41] Recurring Activity
[4:33] Modifying Recurring Activities
[3:42] Activity Calendar
[5:42] Activity Preferences
[3:59] Activity Reports

Send Email App - YouTube Playlist

[0:36] Send Email App Learning Objectives
[4:39] Sending Emails
[2:46] Email Templates
[3:16] Custom Email Templates

Opportunities App - YouTube Playlist

[0:48] Opportunities App Learning Objectives
[1:18] Defining Opportunities
[5:57] Opportunities List
[5:59] Creating a New Opportunity
[3:19] Updating Opportunities in Progress
[4:04] Opportunity App Ribbon
[3:12] Opportunity Stages
[4:35] Generating Sales Reports

Web to Lead App - YouTube Playlist

[0:40] Web to Lead App Learning Objectives
[1:53] Defining Web to Lead
[2:36] Capturing Data from Web Forms
[5:00] Configuring Your Web to Lead Form
[2:33] Forms List and Responses
[1:43] Embedding Forms on Your Website

Estimates App - YouTube Playlist

[0:38] Estimates App Learning Objectives
[2:24] About Estimates
[7:11] Creating New Estimates
[1:53] Estimates List
[4:14] Sending Estimates to Clients
[2:22] Estimate Reports

Invoices App - YouTube Playlist

[0:39] Invoices App Learning Objectives
[1:44] About Invoices
[8:33] Creating New Invoices
[2:42] Invoices List
[3:19] Sending Invoices to Clients
[2:22] Invoice Reports

Payments App - YouTube Playlist

[0:36] Payments App Learning Objectives
[0:52] About Payments
[4:55] Receiving Payments
[2:41] Payments List

Customization Intro - Create Your Own App

Any screen in Method can be customized, and you even have the ability to create your own app. In this video series, you will learn how to create a basic app to manage your own custom data.

If you prefer to view this in a written format, please see our article section Customization Missions.

Intro

[0:55] 01 - Customization Overview
[1:41] 02 - What is Customization?

Databases

[0:42] 03 DB - Intro to Databases, Tables, & Fields
[3:06] 04 DB - Database Basics
[6:10] 05 DB - Field Types
[4:53] 06 DB - Dropdown Fields
[6:23] 07 DB - Linked Fields

Mission One - Create a Custom Table

[5:07] 08 M1 - Create a Custom Table
[3:15] 09 M1 - Create Linked Fields

Mission Two - Create a New App

[3:00] 10 M2 - Create a New App
[4:32] 11 M2 - Create a New Screen
[3:38] 12 M2 - Screen Styling
[2:16] 13 M2 - Navigation Section
[4:53] 14 M2 - Header Section
[3:02] 15 M2 - Button Section
[5:51] 16 M2 - List Rewards Screen
[2:56] 17 M2 - Default Screens and Snapshots

Mission Three - Add Functionality to the New App

[4:20] 18 M3 - Configuring Dropdowns
[5:30] 19 M3 - Events and Actions
[4:29] 20 M3 - Save All Action
[5:21] 21 M3 - Call Routine Action
[2:51] 22 M3 - Field Validation
[2:35] 23 M3 - Rewards List Nav Section
[4:17] 24 M3 - Screen Active Record ID
[2:55] 25 M3 - Editing a Reward
[4:50] 26 M3 - Screen Versions
[6:03] 27 M3 - Deleting a Reward

Older Video Tutorials

The following videos are older and have not been updated. Although the concepts are the same, the interface shown in the videos will be different the interface you will experience in your Method Account.

Donations App – YouTube Playlist

[2:20] What is Method:Donor?    
[3:26] Syncing with QuickBooks Desktop    
[3:09] Donations App - Preferences    
[2:52] Donations App - Logging a Donation    
[3:13] Donations App - Viewing a Donation    
[1:47] Donations App - Emailing a Receipt    
[1:39] Donations App - Printing a Thank You Letter & Receipt   

Donor Pages App – YouTube Playlist

[1:46] Donor Pages Demo  
[2:56] Donor Pages Setup - Step 1    
[3:10] Donor Pages Setup - Step 2    
[2:28] Donor Pages Setup - Step 3   

Reference

[4:06] Using Tags   

Integrations

[4:06] Importing Customer Leads    
[2:00] What is the Gmail Gadget?  
[2:29] MailChimp Integration  

Common Customization Scenarios / Reference

[1:33] Creating Contacts from other Apps  
[2:20] Using the import tool to add to a dropdown  
[3:11] Using the import tool to edit a dropdown  
[5:03] Field Validation 

Customization Introduction – YouTube Playlist

[4:10] Databases, Tables and Fields    
[2:41] App Introduction    
[2:22] General Settings  
[3:17] Snapshots    
[5:06] App Ribbons    
[3:41] App Permissions and Rights    
[4:12] Creating an App    
[4:50] Screen Management    
[6:29] Versions    
[4:56] Properties Panel    
[5:05] Actions and Events   

Report Designer– YouTube Playlist

[4:58] Introduction    
[4:25] Groups and Group Headers    
[6:42] Styling    
[6:00] Detail Reports    
[5:49] Calculated Fields    
[5:01] Summaries    
[6:00] Conditional Formatting    
[4:40] Charts & Graphs: Introduction    
[4:21] Charts & Graphs: Customization    
[5:12] Charts & Graphs: Multiple Series    
[3:48] Charts & Graphs: Auto-Created Series    
[5:06] Pivot Grids: Part 1    
[4:24] Pivot Grids: Part 2    
[3:12] Print Templates for Invoice Reports    
[2:54] Overview of Scripts   

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