{"id":7866,"date":"2019-04-26T12:18:20","date_gmt":"2019-04-26T16:18:20","guid":{"rendered":"https:\/\/www.method.me\/?p=7866"},"modified":"2026-01-13T13:36:58","modified_gmt":"2026-01-13T18:36:58","slug":"method-crm-reimagined-new-user-interface","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/method-crm-reimagined-new-user-interface\/","title":{"rendered":"Method CRM, Reimagined!"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">We\u2019ve got some exciting news! <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">On <strong><strong>May 1, 2019<\/strong><\/strong>, we\u2019re releasing an improved Method experience that we think you\u2019re going to love. It\u2019s cleaner, easier to navigate, and we think it looks gorgeous.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you can&#8217;t wait to see it, you can enable it now in your own account. Follow the instructions on our Method Labs page and start using the new Method UI now.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Read on to see all the changes we&#8217;ve made in our brand new look!<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-a-cleaner-interface\"><strong>A cleaner interface<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In the new <a href=\"https:\/\/www.method.me\/\">Method<\/a> interface, you&#8217;ll notice:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>A collapsible menu:<\/strong> We\u2019ve updated the left menu to take up less space, but if you want the full menu, easily expand it by clicking on the &#8220;m&#8221; icon.<br><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" data-src=\"https:\/\/downloads.intercomcdn.com\/i\/o\/113936837\/6af67072415c3835f000304f\/MenuOpenClose.gif\" alt=\"GIF of new Method CRM collapsible side menu\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>Better navigation:<\/strong> See the word &#8220;Dashboard&#8221; in the <em>New Interface<\/em> image below? This header text will now always tell you which app you\u2019re in so you can easily navigate around. In fact, when you are in an app, clicking on this header will take you to the start screen of the app.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" width=\"640\" height=\"463\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/10\/cd9cd234e8d944cad527f7a4a5f0bf49.png\" alt=\"\" class=\"wp-image-12341 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/10\/cd9cd234e8d944cad527f7a4a5f0bf49.png 640w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/10\/cd9cd234e8d944cad527f7a4a5f0bf49-300x217.png 300w\" data-sizes=\"(max-width: 640px) 100vw, 640px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 640px; --smush-placeholder-aspect-ratio: 640\/463;\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>Minimized apps accessible in left menu:<\/strong> Previously, only apps that were favorited would appear in the left navigation menu. The new interface now has an expandable area under <strong>More Apps<\/strong>. This will show you all the apps you have access to in your Method account.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" width=\"1024\" height=\"461\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/04\/NewShell401-1-1024x461.png\" alt=\"Method CRM new dashboard\" class=\"wp-image-12353 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/04\/NewShell401-1-1024x461.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/04\/NewShell401-1-300x135.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/04\/NewShell401-1-768x346.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/04\/NewShell401-1.png 1280w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/461;\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><strong>App Marketplace in left menu:<\/strong> As you can see in the above image, the App Marketplace is also available in the left navigation menu. This link acts the same way as clicking <em>Add \/ Remove Apps <\/em>on your account dashboard. <\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-updated-preferences-menu\"><strong>Updated preferences menu<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">In the old interface, you could get to your account preferences by clicking the gear icon in the upper right corner. Now you\u2019ll see a <strong>blue circle icon<\/strong> with the initials of the signed-in user. Upon clicking it, you\u2019ll notice some changes to the menu options:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\"><em>Preferences<\/em> from the old interface has now been split into three different options:\n<ul class=\"wp-block-list\">\n<li class=\"\"><em>User Profile<\/em><\/li>\n\n\n\n<li class=\"\"><em>Account Settings<\/em><\/li>\n\n\n\n<li class=\"\"><em>Integrations<\/em><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li class=\"\"><em>Subscription<\/em>&nbsp;is now under&nbsp;<em>Account Settings<\/em>.<\/li>\n\n\n\n<li class=\"\">When viewing a screen in an app, you will no longer see the <em>Customize<\/em> option in this menu. See the next section for more details.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" width=\"640\" height=\"415\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/04\/842a79de22dd24126faa2eb377684c96.png\" alt=\"\" class=\"wp-image-12345 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/04\/842a79de22dd24126faa2eb377684c96.png 640w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/04\/842a79de22dd24126faa2eb377684c96-300x195.png 300w\" data-sizes=\"(max-width: 640px) 100vw, 640px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 640px; --smush-placeholder-aspect-ratio: 640\/415;\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-changes-to-screen-customization-link\"><strong>Changes to screen customization link<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Every screen in <a href=\"https:\/\/www.method.me\/\">Method<\/a> used to have a <em>Customize Screen<\/em> link that was shown when you clicked the gear icon in the upper right corner. This link has now been moved to a small menu next to the app name header when viewing a screen.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" width=\"640\" height=\"272\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/04\/6e8c50a38c474a2927f8d1fdf9b4c01b.png\" alt=\"Method CRM screen customization link\" class=\"wp-image-12349 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/04\/6e8c50a38c474a2927f8d1fdf9b4c01b.png 640w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/04\/6e8c50a38c474a2927f8d1fdf9b4c01b-300x128.png 300w\" data-sizes=\"(max-width: 640px) 100vw, 640px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 640px; --smush-placeholder-aspect-ratio: 640\/272;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You may also notice a <em>Manage App<\/em> link in the above image, which allows you to manage the app directly from the screen you are viewing, without first going to the dashboard. This functionality wasn\u2019t previously available.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-for-more-information\"><strong>For more information<\/strong><br><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You can find more information about our new interface, plus instructions to enable it in your account before it officially goes live, in this article.<br><br>If you have any questions or need any assistance, please feel free to contact our team at&nbsp;<a rel=\"noreferrer noopener\" href=\"mailto:success@method.me\" target=\"_blank\">success@method.me<\/a> or 1-888-925-6238.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We hope you love Method&#8217;s new look as much as we do!<br><br>Best,<br>The Method Team<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Method CRM has a brand new look! Check out this article for all the details on our updated user interface. It&#8217;s cleaner, easier to navigate, and we think you&#8217;re going to love it.<\/p>\n","protected":false},"author":6,"featured_media":22458,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[13],"tags":[183],"class_list":["post-7866","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-method-news","tag-product-updates"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Method CRM, Reimagined! &#8212; Method<\/title>\n<meta name=\"description\" content=\"Method CRM has a brand new look! 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