Set Up Method:CRM

Supported Editions of QuickBooks

With multiple versions, here are the regions and editions Method:CRM is compatible with.

Written by Errol Elumir
Updated over a week ago

Signing up for a new Method account when you already have another or previous Method account

When you want to sign up for another Method account and use the same sign in email as before.

Written by Daniel Ma
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Method Integration Engine Requirements

For QuickBooks Desktop users, basic requirements for installing the Method Integration Engine.

Written by Inder Dhaliwal
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How to connect Method with QuickBooks Desktop

How to sync your Method account with QuickBooks Desktop

Written by Errol Elumir
Updated over a week ago

Syncing Additional Computers with QuickBooks

Email to users instructions to setup sync on additional desktops

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QuickBooks Desktop Sync Preferences

Synchronization preferences for QuickBooks Desktop

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Method:CRM Sync in Detail

More details on how Method:CRM syncs with QuickBooks Desktop.

Written by Errol Elumir
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Where Can I Find My Authorization Code?

For those who have installed the Method Sync Engine.

Written by Errol Elumir
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How to connect Method:CRM with QuickBooks Online

How to sync Method:CRM with QuickBooks Online

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QuickBooks Online Sync Preferences

Synchronization preferences for QuickBooks Online

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Sign in with Google

How to sign into your Method account with Google credentials.

Written by Inder Dhaliwal
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Sign in with Intuit

How to sign in to Method:CRM with Intuit credentials.

Written by Inder Dhaliwal
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Sign in with Microsoft

How to sign in to Method with Microsoft credentials.

Written by Errol Elumir
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Company Account Settings

Changing the company account preferences.

Written by Errol Elumir
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Account Settings: Subscriptions

As an admin, change your Method:CRM subscriptions

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Account Settings: Display

Admin users can change the display defaults for the platform.

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Account Settings: Email

Setting up your email delivery server

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Account Settings: Notifications

As an admin, change the default notifications.

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Account Settings: Portal

Configuring the portal for contacts to sign into.

Written by Errol Elumir
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Account Settings: Portal - Test drive

View what the portal looks like as a specific contact

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Account Settings: Portal - Settings

Details on the "Settings" section for the portal configuration.

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Account Settings: Portal - Screens

Details on the "Screen" section for the portal configuration.

Written by Errol Elumir
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Account Settings: Portal - Navigation

Edit the links and style of the navigation

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Account Settings: App Routines

Admin users can view and schedule app routines defined in their account.

Written by Errol Elumir
Updated today

Account Settings: Audit Trail

As an admin, review historical changes made to your Method account.

Written by Errol Elumir
Updated over a week ago

What Are Packs and Apps?

Understanding our stock packs and the apps they contain.

Written by Errol Elumir
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Install Packs and Apps

How to install new packs and apps in your Method account.

Written by Errol Elumir
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Unsubscribing from Packs and Apps

How to remove packs and apps from your Method account

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Adding New Users

Invite new users to log into your Method account

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Managing User App Permissions

How to give and remove access to apps.

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Editing User Settings

Editing a Method:CRM User

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Restricting What Records Users See

Account permissions restrict what other Method users see

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Making a User Inactive

How to reduce the number of licenses in your account.

Written by Inder Dhaliwal
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How to Add an Image to your Email Signature

Embedding an image for your email sig

Written by Errol Elumir
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Gmail Server Settings

Email server settings for Gmail users

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GoDaddy Server Settings

Setting up GoDaddy as your email server

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Yahoo! Server Settings

Setting up Yahoo! as your email server

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SendGrid Server Settings

Email server settings for those using SendGrid.

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Outlook.com Server Settings

Setting up Outlook.com as your email server

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Office 365 Server Settings

Setting up Office 365 as your email server

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Integrate with MS Exchange Online

How to set up Method:CRM to integrate with Microsoft Exchange Online.

Written by Inder Dhaliwal
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Microsoft Email Servers - Unblock Method's IP Address

How to configure your Microsoft account to allow Method's IP address.

Written by Errol Elumir
Updated over a week ago

View Sent Emails

View sent emails in Method:CRM and track open and click rates.

Written by Errol Elumir
Updated over a week ago