Method:CRM FAQ

Frequently Asked Questions about Method

47 articles

Written by Inder Dhaliwal, Errol Elumir and Method Marketing

Prepay Plan

Pay 12 months in advance on the Annual Prepay Plan.

Written by Inder Dhaliwal. Updated over a week ago

Supported Tables for QuickBooks Desktop

What tables do and do not sync between QuickBooks Desktop and Method:CRM.

Written by Errol Elumir. Updated over a week ago

Supported Tables for QuickBooks Online

What tables do and do not sync between QuickBooks and Method:CRM.

Written by Errol Elumir. Updated over a week ago

Can I Convert My Account for QuickBooks Desktop to QuickBooks Online?

This article explains why you cannot convert a Method:CRM Desktop account to a Method:CRM for QuickBooks Online account.

Written by Inder Dhaliwal. Updated over a week ago

Can I link to the Customer Portal on my website?

Where to find your customer portal link.

Written by Errol Elumir. Updated over a week ago

Can I Migrate One Method:CRM Account to Another?

Account migrations for Method:CRM New and Classic.

Written by Inder Dhaliwal. Updated over a week ago

Can I see Screen changes in the Audit Trail?

Using the App Management table to see changes to the screen in the Audit Trail.

Written by Errol Elumir. Updated over a week ago

Can Method:CRM Restore My QuickBooks?

Method:CRM should not be used to backup your QuickBooks.

Written by Inder Dhaliwal. Updated over a week ago

Cancelling Your Method:CRM Account

How to cancel your Method:CRM account.

Written by Inder Dhaliwal. Updated over a week ago

Comparing the New and Classic Versions of Method:CRM

This article is intended for users of our Classic version of Method:CRM.

Written by Inder Dhaliwal. Updated over a week ago

Do Custom Fields in QuickBooks Desktop sync with Method:CRM?

How custom fields sync between QuickBooks Desktop and Method:CRM.

Written by Inder Dhaliwal. Updated over a week ago

Do Custom Fields in QuickBooks Online sync with Method:CRM?

How custom fields sync between QuickBooks Online and Method:CRM.

Written by Inder Dhaliwal. Updated over a week ago

Does Method Support Avalara Tax?

Does Method Support Avalara Tax in QuickBooks Desktop.

Written by Errol Elumir. Updated over a week ago

Does Method:CRM Support Multi-Currency?

Does Method:CRM support multi-currency in QuickBook Online

Written by Inder Dhaliwal. Updated over a week ago

How are Time Zones set in Method:CRM?

How to set the time zone and how it affects your Method:CRM users.

Written by Errol Elumir. Updated over a week ago

How do I avoid Method emails going to spam?

What to do when emails from Method are marked as spam.

Written by Errol Elumir. Updated over a week ago

How do I change my Organization / Account name?

How to change your organization name / account name and your URL.

Written by Errol Elumir. Updated over a week ago

How do I reset my password?

How to reset your password or find your signin email credentials.

Written by Errol Elumir. Updated over a week ago

How does the Web to Lead form handle existing Leads?

What happens if a lead is entered in a form and they already exist.

Written by Errol Elumir. Updated over a week ago

How does Donor Pages handle existing Donors?

What happens if a donor exists in Method:CRM when making a donation through Donor Pages?

Written by Errol Elumir. Updated over a week ago

How do I delete a customer in Method:CRM?

There are certain conditions that need to be met in order for a customer or a contact to be deleted or made inactive.

Written by Errol Elumir. Updated over a week ago

How do I find my Organization / Company Account name?

Finding the name of your Method:CRM account.

Written by Inder Dhaliwal. Updated over a week ago

How to add the Google Translate extension in Chrome

To view Method in other languages, you can install this extension on your Chrome browser.

Written by Errol Elumir. Updated over a week ago

How to Export Data to Print Labels

How to export data to import into a program for mail merging and labels.

Written by Errol Elumir. Updated over a week ago

How to open up the Console in Google Chrome

For when you need to troubleshoot.

Written by Errol Elumir. Updated over a week ago

How To Update Payment Info

Using Method:CRM's portal to update your billing info and change your credit card number.

Written by Errol Elumir. Updated over a week ago

How to Use VLOOKUP in a Spreadsheet

Using VLOOKUP to cross reference a Contact's Record ID

Written by Errol Elumir. Updated over a week ago

Is Method HIPAA compliant?

Method is not HIPAA compliant.

Written by Inder Dhaliwal. Updated over a week ago

Is Method SOC2 compliant?

Method is not SOC2 compliant.

Written by Errol Elumir. Updated over a week ago

Is My Information Safe?

Yes. Yes it is.

Written by Inder Dhaliwal. Updated over a week ago

Is the Log4j Vulnerability an issue for Method?

What the Apache Log4j Remote Code Execution Vulnerability is and whether it affects users of Method.

Written by Errol Elumir. Updated over a week ago

Mobile App

Using Method:CRM on a mobile device

Written by Inder Dhaliwal. Updated over a week ago

Should I Purge My Data in Quickbooks Online?

Purging data in QBO will not purge it from Method:CRM.

Written by Inder Dhaliwal. Updated over a week ago

Restoring a Cancelled Method:CRM Account

How to restore a Method:CRM account that has been cancelled.

Written by Inder Dhaliwal. Updated over a week ago

Updating a dropdown field with the import tool

How to update a dropdown field using the import integration tool.

Written by Inder Dhaliwal. Updated over a week ago

Using Method on Mac

Helps you understand the compatibility of Method with Mac

Written by Inder Dhaliwal. Updated over a week ago

What is an Action Execution Error?

Understanding Action Execution errors in Method:CRM.

Written by Inder Dhaliwal. Updated over a week ago

What is General Data Protection Regulation (GDPR) and is Method compliant?

Yes, Method is GDPR compliant.

Written by Errol Elumir. Updated over a week ago

What is "Wait for approval before syncing?"

Understanding the "wait for approval before QuickBooks Sync" option in Method.

Written by Inder Dhaliwal. Updated over a week ago

What is Multi-tenancy?

Multi-tenancy is for companies who franchise.

Written by Errol Elumir. Updated over a week ago

Where can I Find Help for Method:Classic

How to access the help center for the classic version of Method:CRM.

Written by Inder Dhaliwal. Updated over a week ago

Where do I change my company address?

Use QuickBooks to change your company address

Written by Errol Elumir. Updated over a week ago

Which browsers are supported?

This article lists all supported browsers.

Written by Method Marketing. Updated over a week ago

Will Condensing My QuickBooks File Affect Method:CRM?

How condensing a Quickbooks file affects Method:CRM.

Written by Errol Elumir. Updated over a week ago

Why can't I see my past transactions

Reasons you can't see past transactions in Method:CRM.

Written by Inder Dhaliwal. Updated over a week ago

What is the difference between Balance and Total Balance in the Customer Table?

Balance vs Total balance in the Customer and Entity table.

Written by Errol Elumir. Updated over a week ago

Why do I have Duplicate Customers when I Convert a Lead?

What causes the duplication of customers when converting a lead in Method:CRM.

Written by Errol Elumir. Updated over a week ago