What is a "Webinar"?
You're busy. So you are finding it hard to get enough time to sit down, and learn how to get the most out of Method. That's why you need a webinar! It's only 30 minutes long, and is the fastest way to learn about Method.
A webinar is a web-based presentation to a group of attendees. Simply register for the webinar, receive a confirmation email with the link and login information, and click on the link to login at the time of the webinar. You'll see the presenter's screen, which is combined with audio, so you'll feel like the presentation is taking place right in front of you.
When are webinars held? How do I register to attend?
Webinar topics will be announced in the Method Blog, so subscribe to our RSS feed for email notification of new blog posts. Be sure to register as soon as each webinar blog entry is posted, as space will be limited in each session. Future webinar dates will also be listed under the Live Webinars section of this page.
What is an RSS feed?
An RSS feed is a way for you to get new website information without having to visit all of your sites. It is as if your favorite websites have you on a mailing list and send you an email saying, “just wanted to let you know that there is new content to checkout.” All you have to do is follow a few simple steps to subscribe.
Click here to read a blog entry on the what, why and how of RSS feeds.
To subscribe to the Method Blog’s RSS feed, click here.
Can’t make it to a live webinar?
There’s no need to worry. Method webinars are recorded, so if you can't make it, you can view them at your own convenience. To view recordings, simply scroll down to the “Webinar Recordings” section of this webpage,
If you have any questions about the community webinars, please contact the Method team at 1-888-925-6238 ext. 1.
YouTube friendly recordings
All of our most recent webinars are uploaded to YouTube.
Some of the older webinars listed below will require that you install a GoToMeeting codec on your computer prior to watching a recording.
If you are using Internet Explorer 8, right click on the link and click 'save as' to view past webinar recordings.
If you are using Firefox or an older version of Internet Explorer, simply click on the links below to view the recordings.
Note - If you have never watched a GoToWebinar or GoToMeeting recording on your computer before, you may need to install the following codec prior to watching the recording: www.gotomeeting.com/codec.
No live webinars are currently scheduled. Have a suggestion for a webinar? Email firstname.lastname@example.org
Method CRM 2.0
Overview of Method CRM - 57:35 min
An introduction into the new version of Method CRM 2.0.
Leads and Customers - 33:58 min
Learn how leads and customers (and their contacts) are entered into Method CRM. We also go over important fields in the lead/customer forms and show how to easily find and manage your records.
Activities Tab - 31:10 min
Learn about the Activities grid and how it can be used as a to-do list as well as a means to quickly query the activities table based on filters you can type in. We'll also enter in new activities, use the “quick create” links to create activities, and show you how to make the most of the data displayed when viewing/editing an activity.
Opportunities and Campaigns Tabs - 31:56 min
Learn how to create opportunities and effectively use them as a means to track your sales team's progress. We'll go over entering in new opportunities and creating activities for the opportunity all in one step.
Cases and Solutions Tabs - 30:05 min
Learn how to search through existing cases and create new ones while having the ability to create a lead/customer/activity all in one step.
Home Tab and Shared Lists - 31:07 min
Learn the significance of the info displayed in the home dashboard and how to create/maintain email templates. In addition, we'll also explain the concept of shared lists and show you how you can set data access permissions between each user in Method.
Roles and Reminders - 23:11 min
Learn how to use Roles to limit what users can see when they log into Method. If you want John Smith to only see Customers and Activities, we'll show you how to set that up. We'll also be going over the setup of SMS and email reminders for your activities.
Documents Tab - 1:01 hr
Learn how to use Documents and relate documents to QuickBooks transactions as well as CRM enteries. You'll also learn about SmartVault and how it easily integrates with Method CRM.
Using the Google Gadget - 36:09 min
Learn how to view and add activities, follow-ups, cases, opportunities, documents and leads/contacts using the Method Google Gadget.
A to B Walkthroughs
A to B of the Vendor Center - GoToMeeting codec required
Creating a vendor, purchase order and receiving items
Converting Estimates to Sales Orders to Invoices - GoToMeeting codec required
Converting estimates to sales orders and then to invoices
Method Import / Export Tool - GoToMeeting codec required
Overview of the Import/Export Tool, Exporting from Method, Importing into Method
Outlook Plug-In, Portals and Web Forms
Method Outlook Plug-In 2.0 - GoToMeeting codec required
Outlook Plug-In 2.0
New Contacts Portal with Payment Gateway Integration - 19:03min
Using Contacts Portal to see an invoice and estimate, pay outstanding balance or selected invoices and submitting cases.
Web Forms - 15:36min
Capture leads through your website and automatically create new opportunities.
Method Warehouse: Level 1 - GoToMeeting codec required
Creating bins, receiving items, assigning serial numbers
Method Warehouse: Level 2 - GoToMeeting codec required
MRP Calculator, locations
Method Field Services
Introduction to Method Field Services - GoToMeeting codec required
Creating work orders, job costing, time tracking, overview
Method Field Services: Level 2 - GoToMeeting codec required
Work orders, job costings, equipment
Recurring Work Orders and Activities - 25:52min - GoToMeeting codec required
Recurring work orders and activities
Method Expense Reports
Introuduction to Method Expense Reports - 24:07min
Learn how to create, submit and approve expense reports
Method Professional Services
Introduction to Method Prof essional Services - 33:11min
Need to track time and easily convert that time into a QuickBooks Invoice? Learn about the new Method Professional Services app.
Getting started with Tables and Fields - GoToMeeting codec required
What is a table, standard tables and custom tables, viewing and creating tables, fields
Introduction to the Customization Screen - GoToMeeting codec required
Adding and copying screens, sections, fields, objects, advanced screen properties
Introduction to Actions - Level 1 - GoToMeeting codec required
Actions including: save all sections, refresh grid, show message, events (button click, gain focus, lost focus, text change)
Introduction to Actions - Level 2 - GoToMeeting codec required
Actions including: clear screen for new entry, go to field, go to screen, export to Excel, export to PDF, generate report
Advanced Actions: Looping and Conditional Statements - GoToMeeting codec required
Actions including: loop through table, send email, conditional statements
Introduction to Method Objects - Level 1 - GoToMeeting codec required
Objects including: grids, attachments, radio buttons, check-boxes
Introduction to Method Objects - Level 2 - GoToMeeting codec required
Objects including: calendar, date and time picker
Advanced Actions: Shared Results and Basic Math - GoToMeeting codec required
Actions including: Hide/Show Section, Insert Records into Table, Set Active Record ID for Screen, Basic Math, Assign Value to Shared Results, Get Value from Shared Results, Go to tab link, Retrieve Value from Screen
SQL and Retrieve Value From Screen Scripts - 36:02min - GoToMeeting codec required
Advanced scripts in grids and Retrieve Value from Table using SQL
Method Report Designer
Introduction to Designing Reports: Level 1 - GoToMeeting codec required
Creating a basic report, group header/footer, detailed reports, basic calculations, generating reports
Introduction to Designing Reports: Level 2 - GoToMeeting codec required
Layout, sorting, grouping
Tips and Tricks for Designing Reports - 26:08min - GoToMeeting codec required
Adding your company logo, changing object colors, tips on detail reports, using the cross band box, adding calculating fields, currency formatting
Method Troubleshooting 101 - GoToMeeting codec required
Introduction to Method Mobile - GoToMeeting codec required
Supported mobile devices, customization tips & tricks for mobile devices
Community Webinar 33: Scenario - Editing the Invoice Screen - 43:38min - GoToMeeting codec required
Editing an invoice to include commission, a duplicate button and selecting alternate billing information
View Archived Webinars