Set Up Method:CRM

For Admin users, how to set up Method:CRM

42 articles in this collection
Written by Errol Elumir, Inder Dhaliwal, and Daniel Ma

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:CRM account when you already have another or previous Method:CRM account

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

Written by Daniel Ma
Updated over a week ago

Method Integration Engine Requirements

Basic requirements for installing the Method Integration Engine.

Written by Inder Dhaliwal
Updated over a week ago

Sync with QuickBooks Desktop

How to connect Method:CRM with QuickBooks Desktop

How to sync your Method:CRM 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

Written by Errol Elumir
Updated over a week ago

QuickBooks Desktop Sync Preferences

Synchronization preferences for QuickBooks Desktop

Written by Errol Elumir
Updated over a week ago

Method:CRM Sync in Detail

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

Written by Errol Elumir
Updated over a week ago

Where Can I Find My Authorization Code?

For those who have installed the Method Sync Engine.

Written by Errol Elumir
Updated over a week ago

Sync with QuickBooks Online

How to connect Method:CRM with QuickBooks Online

How to sync Method:CRM with QuickBooks Online

Written by Errol Elumir
Updated over a week ago

QuickBooks Online Sync Preferences

Synchronization preferences for QuickBooks Online

Written by Errol Elumir
Updated over a week ago

Signing Into Method

Sign in with Google

How to sign into your Method:CRM account with Google credentials.

Written by Inder Dhaliwal
Updated over a week ago

Sign in with Intuit

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

Written by Inder Dhaliwal
Updated over a week ago

Account Settings

Company Account Settings

Changing the company account preferences.

Written by Errol Elumir
Updated over a week ago

Account Settings: Subscriptions

As an admin, change your Method:CRM subscriptions

Written by Errol Elumir
Updated over a week ago

Account Settings: Display

Admin users can change the display defaults for the platform.

Written by Errol Elumir
Updated this week

Account Settings: Notifications

As an admin, change the default notifications.

Written by Errol Elumir
Updated over a week ago

Account Settings: Portal

Configuring the portal for contacts to sign into.

Written by Errol Elumir
Updated over a week ago

Account Settings: Portal - Test drive

View what the portal looks like as a specific contact

Written by Errol Elumir
Updated over a week ago

Account Settings: Portal - Settings

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

Written by Errol Elumir
Updated this week

Account Settings: Portal - Screens

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

Written by Errol Elumir
Updated over a week ago

Account Settings: Portal - Navigation

Edit the links and style of the navigation

Written by Errol Elumir
Updated over a week ago

Account Settings: App Routines

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

Written by Errol Elumir
Updated over a week ago

Account Settings: Audit Trail

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

Written by Errol Elumir
Updated over a week ago

Pack Subscriptions

What Are Packs and Apps?

Understanding our stock packs and the apps they contain.

Written by Errol Elumir
Updated over a week ago

Install Packs and Apps

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

Written by Errol Elumir
Updated over a week ago

Unsubscribing from Packs and Apps

How to remove packs and apps from your Method:CRM account

Written by Errol Elumir
Updated over a week ago

Set Up Users

Adding New Users

Invite new users to log into your Method:CRM account

Written by Errol Elumir
Updated over a week ago

Managing User App Permissions

How to give and remove access to apps.

Written by Errol Elumir
Updated over a week ago

Editing User Settings

Editing a Method:CRM User

Written by Errol Elumir
Updated over a week ago

Restricting What Records Users See

Account permissions restrict what other Method:CRM users see

Written by Errol Elumir
Updated over a week ago

Making a User Inactive

How to reduce the number of licenses in your account.

Written by Inder Dhaliwal
Updated over a week ago

Email Setup

How to Add an Image to your Email Signature

Embedding an image for your email sig

Written by Errol Elumir
Updated over a week ago

Set Up Your Email Server

Setting up another email server

Written by Errol Elumir
Updated over a week ago

Gmail Server Settings

Email server settings for Gmail users

Written by Errol Elumir
Updated over a week ago

GoDaddy Server Settings

Setting up GoDaddy as your email server

Written by Errol Elumir
Updated over a week ago

Yahoo! Server Settings

Setting up Yahoo! as your email server

Written by Errol Elumir
Updated over a week ago

SendGrid Server Settings

Email server settings for those using SendGrid.

Written by Errol Elumir
Updated over a week ago

Outlook.com Server Settings

Setting up Outlook.com as your email server

Written by Errol Elumir
Updated over a week ago

Office 365 Server Settings

Setting up Office 365 as your email server

Written by Errol Elumir
Updated over a week ago

Integrate with MS Exchange Online

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

Written by Inder Dhaliwal
Updated over a week ago

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