Method:Classic General Q&A

Re: Syncing Gmail/ Mac Mail with Method?

Method_Paul — Tue, 15 May 2012 13:22:05 GMT

@jnairn - just wanted to let you know that as of today we're quietly accepting requests for beta invites for the Gmail Gadget. You can now read about the gadget here:

http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&id=204

Paul

Re: Syncing Gmail/ Mac Mail with Method?

LaCrews — Mon, 02 Apr 2012 21:48:23 GMT

Do you guys need any beta testers?

Re: Syncing Gmail/ Mac Mail with Method?

jnairn — Mon, 02 Apr 2012 21:11:59 GMT

Ok, thanks much. I will wait until that plug-in becomes available, because we do not currently use Outlook.

I am excited.. hurry up and get that plug in activated!!! :).

Re: Syncing Gmail/ Mac Mail with Method?

Method_Paul — Mon, 02 Apr 2012 21:01:25 GMT

@jnairn - "I am going to use Google Apps Sync because my company currently uses gmail and I want to sync gmail with Method??? Google apps sync will synchronize my gmail with Outlook, which will allow me to synchronize my email with Method???"

-Google Apps Sync allows Outlook users to use Outlook and Gmail. That then allows you to use the Method Outlook plug in. If you don't already use Outlook - this is going to be overkill, and you're better to wait for a couple weeks until you can use our gmail plugin.

In regards to your needs - everything you are looking for is there, plus more. Pretty sure you'll like it. It automatically detects the customer based on their email address, displays past activities, cases, opportunities and QuickBooks transactions. It also allows you to add activities, along with the email contents, sync attachments to Method documents, and create cases and opportunities - all directly inside gmail.

Paul

Re: Syncing Gmail/ Mac Mail with Method?

jnairn — Mon, 02 Apr 2012 20:49:10 GMT

I am looking to track each customer's emails in Method. Our clients send emails for quotes, orders, complaints etc, and I want to track them all in one place. Sometimes they send emails regarding the same issue to several employees and it would be good for everyone to see all the communication that takes place. Or sometimes, a customer will communicate with one employee and then that employee is absent, and no one knows what communication took place between that employee and that customer.

Makes sense?

Re: Syncing Gmail/ Mac Mail with Method?

jnairn — Mon, 02 Apr 2012 20:42:58 GMT

Please let me know if I have this straight, because I am a bit confused.

I am going to use Google Apps Sync because my company currently uses gmail and I want to sync gmail with Method???

Google apps sync will synchronize my gmail with Outlook, which will allow me to synchronize my email with Method???

Re: Syncing Gmail/ Mac Mail with Method?

Method_Paul — Mon, 02 Apr 2012 20:34:56 GMT

@jnairn - great that you are on Google Apps.

Out of interest - what are you looking for it to do for? Show a customers info when you answer an email (if so what info)? Add the email as an activity into Method? Create follow-up reminders?

Paul

Re: Syncing Gmail/ Mac Mail with Method?

jnairn — Mon, 02 Apr 2012 20:25:48 GMT

- Ok, great. I will look into the Google apps sync and see if I can figure it out.

- We have a paid business version of gmail.

-Thanks for your help!

Re: Syncing Gmail/ Mac Mail with Method?

Method_Paul — Mon, 02 Apr 2012 20:05:26 GMT

@jnairn - three things I'll add to what Val wrote is:

- Our gmail gadget is using "Google Contextual Gadgets" which are only applicable to Google Apps accounts (i.e. the paid business version of gmail, not the freebie gmail).

- If you use Google Apps, you can currently sync it with Outlook using Google Apps Sync. That's what we use in the office (well, those of us not alpha testing the gmail gadget).

- I expect our gadget to go into beta later this month.

Paul

Re: Syncing Gmail/ Mac Mail with Method?

Method_Valbon — Mon, 02 Apr 2012 18:48:06 GMT

Hi jnairn,

Our team is currently working on Google integration but there's no ETA on this just yet. I can tell you I've seen it "in the labs" and was impressed. You can expect a blog entry and other forms of announcement about this as we get closer to release.

Syncing Gmail/ Mac Mail with Method?

jnairn — Mon, 02 Apr 2012 18:11:51 GMT

Hello,

I see that there is a way to synchronize Outlook with Method. Is there a way to sync gmail with Method?