The following is a list of all video tutorials for Method. To learn even more about Method, 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.
About the Method Sync (3 Videos)
About the Method Sync (3 Videos)
Getting Started
An intro to how to navigate and manage your Method account.
Getting Started with Method
Getting Started with Method
The Getting Started video covers the following topics listed below. Please use the chapter markers to jump to each section.
Contact Management Pack
Videos that cover the apps within the Contact Management Pack.
Contacts App
Contacts App
The difference between Contacts and Customers
This standalone video covers the difference between Contacts and Customers.
The Contacts App
The Contacts App video covers the following topics listed below. Please use the chapter markers to jump to each section.
Activities App
Activities App
The Activities App video covers the following topics listed below. Please use the chapter markers to jump to each section.
Send Email App
Send Email App
The Send Email App video covers the following topics listed below. Please use the chapter markers to jump to each section.
The Sales Pipeline Pack
Videos that cover the apps within the Sales Pipeline Pack.
Opportunities App
Opportunities App
The Opportunities App video covers the following topics listed below. Please use the chapter markers to jump to each section.
Web to Lead App
Web to Lead App
The Web to Lead App video covers the following topics listed below. Please use the chapter markers to jump to each section.
The Sales Transactions Pack
Videos that cover the apps within the Sales Transactions Pack.
Estimates App
Estimates App
The Estimates App video coverse the following topics listed below. Please use the chapter markers to jump to each section.
Invoices App
Invoices App
The below videos are also available within a 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
Payments App
The below videos are also available within a YouTube Playlist
[0:36] Payments App Learning Objectives
[0:52] About Payments
[4:55] Receiving Payments
[2:41] Payments List
Learn Customization - Create Your Own App
In this video series, you will learn how to create a basic app to manage your own custom data. Please see "About Method's Customization Course".
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
Donations App
The below videos are also available within a YouTube playlist.
Donor Pages App
Donor Pages App
The below videos are also available within a 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
3rd Party Integrations
3rd Party Integrations
[4:06] Importing Customer Leads
[2:00] What is the Gmail Sidebar?
[2:29] MailChimp Integration
[2:08] Outlook Gadget
Customization Scenarios / Reference
Customization Scenarios / Reference
Report Designer
Report Designer
The below videos are also available within a 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