This article is intended for users of our Classic version of Method
The new version of Method features a friendly updated user interface (UI) which was designed to be simple, uncluttered and with the use of mobile devices being top of mind to provide more flexibility in use.
This article will outline the major differences between our classic version of Method and today's new version of Method.
Before we start, it's important to understand that this article will mention the classic version and new version of Method. These are simply two different views of the same account and same data. This means changes to data in one version will also change the same data in the other version...since its the exact same data.
In the classic version, tabs are used navigate and access the different areas of Method. The image below shows the classic version where you will see tabs for Home, Leads, Customers, Activities, Opportunities, etc.
In addition to the improved interface and navigation, the new version of Method offers features that our classic version does not. Some of these features are evident in the following areas:
Users of our classic version should be aware of the following features that are not yet available in our new version.
The pricing model between the classic and the new version is different. Our new version is priced on a model to be more flexible and focus on what the Method user needs to get their work done (based on a pack subscription) and allows for an a-la-carte style pricing model where pricing can be tailored for each user rather than take the classic approach to price all users equally at the account level. To learn more, see our help on subscribing to packs and apps.
If an account has requested access to log into and use both our classic an new version of Method for a single account (we call that a toggled account) the higher monthly price is applied.
Any customization within an account is only visible and accessible in the version it was created in. This means any customizations created in your classic account will not transfer over to the new version of Method and vice-versa.
Customization in the new version is very different with the improvements to our interface as well as the action engine that makes it all possible. It is possible to re-create similar customizations in our new version but that will require work (possibly paid) to do so.
If you've never accessed our new version, contact us today to get started. Once you we enable this for your current classic account, you should notice a small change when you sign-in allowing you to "toggle" between the versions.