Method Integration Outlook Plug-In 2.0 Beta – Now Open

re: Method Integration Outlook Plug-In 2.0 Beta – Now Open

Method_Danny — Tue, 08 Feb 2011 14:19:54 GMT

pdirect - if you are in Outlook viewing your "Mail" window, you should only see the "Add to Method" and "Setup" buttons. However, if you switch to the "Calendar" window, you'll see the additional options for "Synchronize" and "Send Selected Appointments to Method". The syncing is only for appointments in the Outlook calendar and brings over the activities that you have setup in Method to Outlook.

When working with emails, it is a one-way push from Outlook into Method. I hope this helps. If you're still stuck, please post on the Outlook plug-in forum for assistance.

www.methodintegration.com/.../19.aspx

re: Method Integration Outlook Plug-In 2.0 Beta – Now Open

pdirect — Mon, 07 Feb 2011 17:49:26 GMT

I downloaded the 2.0 Outlook plugin, but I only see the "add to method" and "setup" buttons in the toolbar (outlook 2007). I do not see the new "synchronize" and "send selected appointments to Method" buttons. I have verified that I'm running v. 2.1.37. Any ideas why these buttons are missing?

re: Method Integration Outlook Plug-In 2.0 Beta – Now Open

Method_Danny — Wed, 24 Mar 2010 18:45:28 GMT

Fran -

No secrets here. Step 1 of adding an activity against a case prompts you to select the customer. Step 2 will list any Cases that are currently opened for the customer in Step 1. If the Case is already closed, you will need to un-check the box to display "Closed Cases". The rest is business as usual.

If you're having trouble though, be sure to post on the Outlook Plug-In forum so we can look into it. =)

www.methodintegration.com/.../19.aspx

re: Method Integration Outlook Plug-In 2.0 Beta – Now Open

fran — Wed, 24 Mar 2010 16:22:22 GMT

Danny,

I am having a challenge getting the plug-in to recognize open cases. Any secrets?

Fran