Getting Started with AERO Updated

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It’s been a while since we first uploaded our video demo of how to get started using AERO Workflow Manager. We’ve made some changes since then, and wanted to reintroduce our new Getting Started series. We’ve updated the information in the original video and broken things down into some more approachable pieces. It’s a quick […]

Managing your staff with AERO

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Today we’re going to take a look at the Manage tab from a manager’s perspective. If your staff have been successfully using AERO Workflow Manager to record time and perform assigned work, the Manage tab will give you tools to solve some common pain points: What work is due today, and is it getting done? […]

Viewing emails from an activity

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Cloud Consultancy frequently uses the Method CRM Gmail Gadget to simplify workflow—it allows us to easily look up contacts; record activities; attach email correspondence to activities, opportunities, and cases; and more, straight from our email. Unfamiliar with the Gmail Gadget? Check out Method’s support on the subject for information on how to set up and […]

AERO Workflow Manager Updates – Dec. 27

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The following indicates which accounting application(s) the release note(s) apply to: QBD = QuickBooks Desktop QBO = QuickBooks Online Work Tab New: Work > Details – Added autosave every minute for recorded time and time-tracking notes. (QBD) New: Work > Details > More – Added button to show associated email fields. (QBD) Improved: Work > Details […]

Recurring activities in Method CRM and Cloud Workflow

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If you’re using AERO to manage your company’s workflow, you are probably performing activities regularly that could be scheduled as as series of repeating tasks.  Our webinar on recurring activities goes into full detail, but here are the basic steps for scheduling and managing series of activities. Watch the recording here! In Method CRM and […]

Mixed Content on Chrome

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UPDATE:  This appears to also affect Internet Explorer with certain security settings. – See at the end of the article for Internet Explorer directions. Cloud Consultancy has discovered a small irritation with the latest release of Chrome, which results in some web page window objects not being loaded  on Method screens.  This means, for instance, […]

Stay in Touch with Cloud Consultancy

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While we try to post all important updates and announcements to our LinkedIn group, you may want to make sure that you get notified whenever we have a new blog article. There are a several ways to do that: follow us on Twitter – @3CloudConsults – we tweet whenever we have a new post Subscribe […]

AERO Webinar – Managing your Day with AERO

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Wondering how your firm might benefit from AERO Workflow manager?  Join us on October 9, noon PT, as we demonstrate how to use AERO and Method CRM to manage and track  the days’ activities, both planned tasks to do, and those inevitable unplanned interruptions.  We will also be previewing some of the exciting updates we’ve […]

Quickly See Activity Comments

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An AERO user can quickly see a MethodCRM activity comments from the work assignment list screen. From Work>Assignment click the link in the type column. A popup will show displaying the assignment comments. AERO Workflow Manager can be downloaded from the MethodCRM app library.

Getting Started with AERO

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This recorded webinar covers the basics of setting up and using AERO  Workflow Manager.  The running time is approximately 40 minutes. AERO is built on the MethodCRM platform and is therefore fully integrated with QuickBooks.