Document management has been a hidden gem in Method CRM since March 2010. The initial release of the document library allowed for documents to be attached through the opportunity, case and solution screens. But what happened if you wanted to attach a document only to a lead or customer? Well....you could but it wasn’t easy since you had to access the document library through the opportunity, case or solution screens. So we took your feedback and leveraged the new SmartVault integration to create some really cool enhancements and topped it off with increased storage! Interested? Read on.
Dedicated documents tab
We’ve made locating your documents much easier by providing you a tab displaying all of your documents in the document library.
Uploading new documents
Documents can be uploaded directly into Method, linked to an existing URL or uploaded directly into SmartVault. When uploading documents into Method, keep in mind that each upload can be a maximum size of 5MB. Uploading bigger documents? I’d recommend uploading these to your web server and then using the link option when uploading in Method.
Editing existing documents
From the edit document screen you can update the description, folder or who the document is assigned to. Documents can also be linked multiple times to different objects. So if you’d like to link the same price sheet to more than one customer, go right ahead!
Easily attach documents to leads and customers
A new documents tab section was added to the lead and customer screens. This solves a previous pain point for Method users since now you can view existing documents or upload new documents in a couple of clicks.
For users of SmartVault, if documents are linked to a lead, they will automatically appear in the SmartVault toolbar for that customer once they are converted into a customer. No manual sync process needed!
Improved document uploads in CRM screens
All of the existing CRM screens have been updated to take advantage of the new document upload screens. These screens require less clicks for uploading documents, are easier to understand and look way sweeter!
Increased document storage
We’ve increased your data storage in a BIG way! Each Method license now has 500MB of storage allowed. What does this mean? Well if you have 3 users, you now have 1.5G of storage. Previously each Method account was allowed 250MB total regardless of how many licenses you had. This gives you plenty of room to store your documents.
So what happens if you go over your allotted storage? Same overage fees apply as before of $0.01 per MB per day.
What’s next?
We’re not done with documents just yet. In the coming weeks you’ll be able to attach documents to customer transactions such as estimates, invoices, payments and sales orders. Check out this blog for more info in the coming days and weeks.
So you excited now? =) We’d love to hear your feedback on the blog by using the comments link.
Danny
About Method_Danny
Danny Do Couto is the Chief Operating Officer at Method Integration. He has been a part of the Alocet Incorporated family since 2003 where he helped in the maturity of Alocet’s existing brands, QXpress Scheduling Software and LM Software. In 2006, he switched his focus to building the team, organizational structure, and business network for Alocet’s new Method Integration division. Danny brings with him a strong background in management and technology, having completed his education at Seneca College in Computer Engineering and Network Security. His passion is helping accountants, consultants and product developers with implementing Method into their businesses, and is quickly rising on the “who’s who” in the small business accounting software community. He frequently travels throughout the United States and Canada spreading the word about Method and is a regular contributor to the Method Integration blog. Danny lives in his hometown of Toronto, Ontario – Canada, and can be reached at 1-888-925-6238 ext. 708, or via email at d.docouto@methodintegration.com.
