Tour: Customization
Completely customize your system
Embrace your business identity. No two businesses are identical. Configure your system to match your business processes. Method screens are actually not designed by software programmers! Instead, they are designed by people who use the same drag and drop tools that are available to you. Just imagine what you can create!
Custom fields & tables
These aren't your ho-hum 'custom fields' that you see in traditional programs! These are true database fields that you create and use everywhere in Method, just like the pre-built fields. Field types can be text, date, numbers, currencies or file attachments. Methdod CRM Pro also allows you to create database tables and dropdown lists fields.
Custom screens
All screens in Method are designed using a drag and drop screen designer - there's no scripting or coding involved! You just simply drag a field or object onto your screen and edit its properties, such as its caption or color. And since all pre-built screens are open for you to redesign, you can copy and modify existing screens instead of starting from scratch.
Custom buttons and actions
Behind every button is a list of actions that run when it is clicked. These actions are setup using a wizard, and can do some pretty amazing things, like saving a customer, charging a credit card, sending an email, or looping through a list of invoices. Actions are the heart of Method, and replace the need for expensive and complex coding or scripting.
...and more
- Create reports, charts and graphs. Method comes with a built-in report designer that allows you to modify and build reports, charts and graphs that can be displayed as images in Method, or as a PDF document, or sent as an email attachment.
- Create mobile interfaces by publishing your screens in "Mobile Mode" which optimizes them for use on mobile browsers, including Android, iOS (iPhone & iPad), Windows, and recent Blackberries. Yes, you can create your own personal mobile web apps!
- Create portals to give limited access to customers, partners and vendors. For example, you might want to allow customers to see service schedules, and partners see current product inventory counts from QuickBooks - giving them 24/7 access to real-time information, without having to contact you.
- Apply your company's branding and personalize Method by adding your logo and color schemes. Look professional by customizing invoice, work order and other transaction templates with your logo and company colors.