Keep up to date with Method changes and updates.



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Snip-its of information we think may be of interest to our users.

Monday, 11 July 2016 10:53

Whilst seeming like a daunting task the upgrade from QuickBooks 2014 to the most recent 2016 wasnt all that bad.  If you are going to embark on such a project why not let us know and we can help guide you through the process?  Email us on This email address is being protected from spambots. You need JavaScript enabled to view it..  We would love to hear how it all went in the case that you have completed the upgrade too.


Friday, 26 July 2013 10:20

Method are taking the delivery of user experience very seriously. The position of Vice President of Product is traditionally filled by marketing or project managers, Method however are taking a different approach.

They have just appointed Rodolfo Novak to steer the development of the user experience. Rodolfo is one of the most sought after product strategy specialists in Toronto, Canada. Originally from Brazil, he can boast an impressive    body of work with companies such as  WattPadRipeAppsBMO and AppHero. He explained that he jumped at the chance to join Method because of the unique challenges and hurdles that are associated with creating a CRM platform specifically for small businesses.

One of the first items on the agenda is the upcoming release of the new Method mobile application. Seen as vital to the future of the CRM, Rodolfo said the mobile experience needs to have all the functionality of the desktop without using the same look and feel. There is also a new app store on the horizon that will allow developers to create new functionality and enhance existing features with more ease.

This move is a bold statement of intent by Method. They have shown a willingness to aggressively seek out and tempt the very best talent on the market in order to continue the growth and development of the product, which can only mean good things for small business owners.

(The full and original article can be found here... 'Method lands Rodolfo Novak, one of Toronto's top UX designers'. Rodolfo Novak spoke to @markevans, a strategy and marketing specialist and guest blogger at Method.



Posts relating to the latest releases of Method CRM™ and important updates.

Tuesday, 02 September 2014 00:00

The following indicates which accounting application(s) the release note(s) apply to.

    QBD = QuickBooks Desktop

    QBO = QuickBooks Online

Sales Receipt

    Fixed (#3182) - Created an updated version of the sales receipt report and updated the Generate Report action on the stock Sales Receipt screen to set this report as the new default. (QBO)


Tuesday, 02 September 2014 00:00

The following updates are available on the staging site, as of Jul 30th.  You can access the July version by clicking "Switch to the July Version" when you sign into Method.

  • Fix - Display correct Screen after a screen has being replaced while using "Show Screen on Pop Up" and "Go To Screen" actions.
  • Fix - References Changed from Electracash to Willow Systems.
  • Fix - Filtering reports within a date range, properly using UTC time zone handling on a date field.
  • Fix - Rate % calculation for Sales Order Line Item when value is less than 1.5.
  • Fix - Rate % calculation for Sales Receipt Line Item.
  • Fix - Made Textbox editable when properties 'Hidden on screen load' & 'mask input' are applied.
  • Fix - Total and SalesTaxAmount calculations on Purchase Orders.
  • Fix - Instances of the Method Screen Designer Objects disappearing when attempting to drag and drop in any section of the screen designer.
  • Fix - Issue with Multi-Tenancy Drop Downs that have duplicate values.
  • Fix - Tablink not found error in Portals when the tablinks are collapsed into a More button.
  • Fix - Prevent tax value within Job Item grid getting reset when updating the line item.
  • Fix - Generate Report action with the Build Selection List for the Condition Statement.
  • Fix - Date difference function while calculating the occurrence of the weekday whiting a date range.
  • Fix - Allow to format reports to show/hide group items.
  • Fix - Allow to delete Alternate Contacts.
  • Fix - Assign ref numbers for SalesOrders in Method.
  • Fix - Send emails with an attachment in Method.
  • Fix - Allow labels to contain HTML.
  • Fix - Exporting tool when the data has html embedded, so the html gets validated and fixed if broken.
  • Fix - Validation while adding new fields on the tenant table. If tenant table, do not add unique/required fields or it will break the creation of franchises.
  • Fix - Multi-Tenancy Report Designer where there are two customers with the same name in different tenants.
  • Fix - While adding users increase accordingly the number of licenses and made the account user-licensing-concurrent when the user counts are over 19.
  • Fix - Taxes calculation when Invoices have discounts.
  • Fix - Authorize.Net Payment Gateway rejection of payment when there are missing elements.
  • Fix - Load contacts into ListBuilder so the data does not get truncated.
  • Fix - Action "User-IPAddress" returns the correct IPAddress.
  • Fix - Prevent main contact to be updated when a new contact is added.
  • Fix - Encrypt/Decrypt action when used with Save Section.
  • Fix - Contacts registration on portals.
  • Fix - Users can connect to MailChimp.
  • Feature Request - Be able to download Customers Documents and Images.
  • Feature Request - Allow to set the decimal places to be displayed on editable Grid Columns according to the decimal field size specified within table.
Tuesday, 02 September 2014 00:00

The following indicates which accounting application(s) the release note(s) apply to.

    QBD = QuickBooks Desktop

    QBO = QuickBooks Online

Vendor List


    Fixed (#1512) - Removed Save and Delete since we currently do not support modifying or deleting Vendors. (QBO)

Employee List


    Fixed (#1502) - Removed Save and Delete since we currently do not support modifying or deleting Employees (QBO)



    Improved (#1021) - Updated stock estimate reports to include address lines 4 and 5. (QBO)



Improved (#1021) - Updated stock invoice reports to include address lines 4 and 5. (QBO)

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