New Aero Webinar Scheduled

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Whether you are performing the work yourself, or delegating the work to staff, managing workflow for your practice is critical. On December 15, Cloud Consultancy will introduce you to AERO WorkFlow manager and how it can help you design a practice management system that allows you to manage and track deadlines, staff and client communications, […]

Cloud Consultancy is a member of NAN

NAN Appearance by Laura Redmond

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Cloud Consultancy co-founder Laura Redmond will be the Voice of the Member in October’s National Advisor Network member call with Joe Woodard on October 10 at 9am Pacific / 12pm Eastern. She will be discussing workflow management and how her quest to help a client manage their workflow led to the birth of AERO WorkFlow […]

Cloud Consultancy at CloudSummit2014

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Cloud Consultancy will be attending CloudSummit2014 in San Diego from September 17-19. Join us in the vendor Exhibit hall to talk about cloud based workflow in your business and what AERO WorkFlow can do to help your business run more smoothly. Click here for exhibit hall hours. Laura Redmond, Cloud Consultancy Partner, will be presenting at […]

AERO Workflow Manager Release Notes – August

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The following is a list of AERO Workflow Manager updates for the QuickBooks Online  version of Method:CRM.  Desktop versions are coming soon! Work Tab: New: Work > Assignment – Activities will now show for clients with accounts on hold, but accepting the activity will show a warning instead of starting an activity. New: Work > Details – A New […]

AERO Updates – July 25

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The following is a list of AERO updates for both the QuickBooks Online version of Method and the QuickBooks Desktop version of Method Work Tab New: Work > Assignment – Added “Refresh” button to reload task list when it has gotten stale by being open too long. New: Work > Activity Name (pop-up window to complete activity information) – […]

New Screens Added to AERO

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AERO Workflow Manager users may notice a couple new tab links on their Help tab today. We’ve added two new screens to provide support: a feedback page and a page to access the Method:CRM help center. The Feedback screen is an entirely new feature. Instead of sending an email to Cloud Consultancy support, you can use the Feedback screen […]

Laura Redmond is the Method Solution Provider of the Year

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Warren presents Laura with the MSP of the Year award at Scaling New Heights 2014 Hot on the heels of her recognition by Intuitive Accountant as a Top-10 ProAdvisor, Cloud Consultancy’s Laura Redmond has been named Method:CRM‘s Method Solution Provider of the Year. Laura was an early convert to Method and has been a Solution […]

AERO Activities and Method Activities

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At Cloud Consultancy, we sometimes get asked what the difference is between activities in AERO Workflow Manager and Method:CRM. It can be a little tricky to answer, because there isn’t really a way to look at AERO activities vs. Method activities. AERO is a Method add-on, which means Cloud Consultancy used the tools the Method […]

AERO Workflow Manager Update — April 1

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The following applies to both the QuickBooks Online version of Method and the QuickBooks Desktop version of Method. Work Tab New: Add > Work – Activity name automatically copies to the activity comments for access from non-AERO applications, like the Activities tab in Method and reminder emails. Improved: Add > Work – Auto-save box is checked by […]