Packs and Apps

Articles on different features you can add in Method

169 articles

Contact Management Pack

Articles on the apps included within the Contact Management Pack

Contacts App Organize customers, leads and vendors._{14 articles}

Activities App Assign follow-ups, history and reminders so nothing is missed._{13 articles}

Send Email App Send Email with standard or personalized templates._{5 articles}

Accounting List Pack

This default pack holds all the Apps that sync with QuickBooks lists.

Accounts_{1 article}

Classes_{2 articles}

Sales Reps_{2 articles}

Terms_{2 articles}

Items_{4 articles}

Item Types_{13 articles}

Sales Transactions Pack

This pack holds all the transaction apps: Estimates, Invoices, Sales Orders, Sales Receipts, and Payments

Estimates_{8 articles}

Invoices_{5 articles}

Sales Orders_{5 articles}

Payments_{6 articles}

Sales Receipts_{5 articles}

Sales Pipeline Pack

This pack contains the Opportunities App and the Web to Lead app.

Opportunities App_{8 articles}

Web to Lead App_{6 articles}

Reporting_{5 articles}

Purchase Transactions

Create and update your purchase transactions (Bills, Purchase Orders) and sync them with QuickBooks.

Convert Sales Transactions to Purchase OrdersHow to create a Purchase Order from a sales transaction.

Bills_{1 article}

Purchase Orders_{2 articles}

Email Campaigns Pack

Create and send out direct marketing email campaigns

About the Email Campaigns AppQuickly create and send mass emails

Email Campaigns App PreferencesPreferences for the Emails Campaign App in Method.

Create an Email CampaignHow to create an email marketing campaign

View your Email CampaignView the analytics on your sent email campaign.

Email Marketing Best PracticesCrafting effective campaigns and managing subscriptions

Marketing Emailing SuspensionWhy your email sending may be paused.

Donor Management

Donation Management Software for Non-Profits

Installing Method:Donor for QuickBooksHow to get Method:Donor

What is Donor Management?Overview of the Donor Management Pack

Donations App_{10 articles}

Donor Pages_{7 articles}

Case Management Pack

Case Management allows you to create and track customer service tickets to help your team share information and solve issues.

About the Cases AppGetting started with the cases app in Method:CRM.

Cases App PreferencesPreferences for the cases app in Method:CRM.

Log a CaseHow to create a new case in Method.

Update / Close a CaseHow to update a case, close a case, and create activities for a case.

Using Charts_{1 article}

Time Tracking

How to use the Time Tracking app.

Time Tracking App PreferencesSetting up the preferences for the Time Tracking App.

Set Up Time Tracking ApprovalIf you want to approve time tracking entries, you must configure the Time Tracking app's preferences.

Approve a Time Tracking EntryThe process for approving a time tracking entry, either individually or in bulk

Create Invoice(s) from Time TrackingCreate an invoice from a time tracking entry, or create bulk invoices from multiple time tracking entries.

Field Services

Documentation for the upcoming Field Services offering

Field Services in MethodHow the Work Orders and Field Crew apps work together in Field Services.

Time Tracking AppThis app syncs your time tracking entries with QuickBooks.

Using the Portal to View AppointmentsHow a customer can use their portal to view their appointment visit from a work order.

Work Orders_{16 articles}

Field Crew_{8 articles}