We know one size doesn’t fit all, especially for small business. Customization can help you tailor Method to the unique way you get your work done. Create your own fields, tables, screens, buttons, and more using drag-and-drop tools.
While Method employs a talented and dedicated team of Business Solutions Specialists who are on-hand to help you customize your Method experience, our step-by-step customization help is designed to help you learn how to do it on your own.
NOTE: Customization should be done on a desktop screen. Customization should not be done on mobile.
Help Structure
Customization Concepts - concepts to help you customize.
Creating Custom Apps - Mission Packs which will walk you through creating an light App from scratch.
Common Customization Scenarios - Common customization scenarios with a step by step guide on how to create the customization.
Reference - A list of terms and definitions used when customizing
What you will learn
You can expect the following learnings by going through the customization section of our help.
Core concepts: Tables, fields, actions, objects and principles of app design via drag and drop tools.
Create or tweak: Make your own Method apps or apply changes to existing out-of-the-box apps.
Hands on: The Mission sections test your skills with a series of guided hands on scenarios.
Build on skills: At the moment, our help extends to the essential customization skills with plans to add more content in the future.
Where Should I Start?
The best place to start would be to familiarize yourself with the Method's customization by completing our Mission Packs.
You will need to have a Method account with customizer permissions to do this.