Method:Classic Outlook Plug-In 2.0

Business Card Scanner

jboydstun@vartest.com — Mon, 22 Jan 2018 18:01:53 GMT

I am curious to know if anyone has found a solution for scanning business cards into Method CRM and Outlook. Wwe have a need & their seem to be a lot out their for Outlook, but not for Method, so I am interested in how others are accomplishing this feat.

Messages in Comments

Micahk — Wed, 07 Sep 2016 20:56:08 GMT

Currently when you push an email through the outlook plugin, it shows up as a completed task but with nothing in the comments. It would be nice if i didn't have to click on the activity to view the message and have it appear in the comments. Is that possible with the plug in? with the google gadget i think its called "autofill comments"

Outlook plugin install failure

Jim.Hewitt — Tue, 03 Nov 2015 17:40:34 GMT

I'm installing outlook on a machine running Windows XP and Outlook 2010. It fails. How do I get to a successful install. The install log is:

Outlook addin install log

The following properties have been set:

Property: [AdminUser] = true {boolean}

Property: [InstallMode] = HomeSite {string}

Property: [ProcessorArchitecture] = Intel {string}

Property: [VersionNT] = 5.1.3 {version}

Running checks for package 'Windows Installer 3.1', phase BuildList

The following properties have been set for package 'Windows Installer 3.1':

Running checks for command 'WindowsInstaller3_1\WindowsInstaller-KB893803-v2-x86.exe'

Result of running operator 'VersionGreaterThanOrEqualTo' on property 'VersionMsi' and value '3.1': true

Result of checks for command 'WindowsInstaller3_1\WindowsInstaller-KB893803-v2-x86.exe' is 'Bypass'

'Windows Installer 3.1' RunCheck result: No Install Needed

Running checks for package '.NET Framework 3.5 SP1', phase BuildList

Reading value 'SP' of registry key 'HKLM\Software\Microsoft\NET Framework Setup\NDP\v3.5'

Read integer value 1

Setting value '1 {int}' for property 'DotNet35SP'

The following properties have been set for package '.NET Framework 3.5 SP1':

Property: [DotNet35SP] = 1 {int}

Running checks for command 'DotNetFX35SP1\dotNetFx35setup.exe'

Result of running operator 'ValueGreaterThanEqualTo' on property 'DotNet35SP' and value '1': true

Result of checks for command 'DotNetFX35SP1\dotNetFx35setup.exe' is 'Bypass'

'.NET Framework 3.5 SP1' RunCheck result: No Install Needed

Running checks for package 'Microsoft Office 2007 Primary Interop Assemblies', phase BuildList

Running external check with command 'C:\DOCUME~1\Holly\LOCALS~1\Temp\VSDE.tmp\Office2007PIARedist\ComponentCheck.exe' and parameters ''

Process exited with code 1

Setting value '1 {int}' for property 'PIAInstallAction'

The following properties have been set for package 'Microsoft Office 2007 Primary Interop Assemblies':

Property: [PIAInstallAction] = 1 {int}

Running checks for command 'Office2007PIARedist\o2007pia.msi'

Result of running operator 'ValueNotEqualTo' on property 'PIAInstallAction' and value '0': true

Result of checks for command 'Office2007PIARedist\o2007pia.msi' is 'Bypass'

'Microsoft Office 2007 Primary Interop Assemblies' RunCheck result: No Install Needed

Running checks for package 'Microsoft Visual Studio 2010 Tools for Office Runtime (x86 and x64)', phase BuildList

Reading value 'Version' of registry key 'HKLM\SOFTWARE\Microsoft\VSTO Runtime Setup\v4R'

Read string value '10.0.50903'

Setting value '10.0.50903 {string}' for property 'VSTORuntimeVersionInstalled'

The following properties have been set for package 'Microsoft Visual Studio 2010 Tools for Office Runtime (x86 and x64)':

Property: [VSTORuntimeVersionInstalled] = 10.0.50903 {string}

Running checks for command 'VSTOR40\vstor40_x86.exe'

Result of running operator 'VersionGreaterThanOrEqualTo' on property 'VSTORuntimeVersionInstalled' and value '10.0.31007': true

Result of checks for command 'VSTOR40\vstor40_x86.exe' is 'Bypass'

Running checks for command 'VSTOR40\vstor40_x64.exe'

Result of running operator 'VersionGreaterThanOrEqualTo' on property 'VSTORuntimeVersionInstalled' and value '10.0.31007': true

Result of checks for command 'VSTOR40\vstor40_x64.exe' is 'Bypass'

'Microsoft Visual Studio 2010 Tools for Office Runtime (x86 and x64)' RunCheck result: No Install Needed

Launching Application.

URLDownloadToCacheFile failed with HRESULT '-2146697208'

Error: An error occurred trying to download 'https://www.methodintegration.com/MethodOutlookAddIn/Web/OutlookMethodSync.vsto'.

Default Value for "Assign To" Dropdown in Outlook Add-In

aaronjwood — Fri, 15 Apr 2016 15:06:07 GMT

Hello,

Is there any way to setup a default value for the "Assigned To" field in the Outlook plugin? It currently defaults to the username that you use to login to your method account. This requires manually changing this field every time. Wouldn't it make more sense if you could set a default employee for that field?

Regards,
Aaron Wood

Will emails sent from within Method be sent through/synched with Outlook?

smohyee — Thu, 15 Mar 2012 19:41:09 GMT

I haven't actually started using Method's internal email capabilities, so maybe you can clue me in on the basics.

We do have the Outlook plugin, but from what I've seen its all about uploading information from Outlook to Method. Does the plugin handle the reverse, and download every email I send within Method back to my computer's Outlook software?

Bottom line is that we want every email sent out (whether from within QB, Method, or Outlook itself) to be saved in Outlook. Quickbooks can be set up so that when you send an email within QB, it actually opens up an Outlook email window and loads the info and attaches the files to that window, which is essentially identical to emailing from Outlook itself. How does Method handle outgoing emails, and what are the options for getting those emails saved our local Outlook software?

-Sam

Outlook recurring appointments

StephanieGO — Thu, 17 Sep 2015 21:20:57 GMT

I am having difficulty syncing appointments set up in Outlook that have a recurrence. I am able to get an appoint to sync if it is entered in Outlook. If I make a new appointment and set a recurrence, the additional dates are not appearing in Method. I have tried setting up the recurring appointment in Method, but have not seen it pop up in Outlook even if I synchronize. Is this functionality possible or am I perhaps doing something wrong?

Can not get calendar appointments to sync - undescriptive problem occurs

sbonner — Mon, 20 Apr 2015 14:45:49 GMT

I can not seem to get calendar integration to work in Outlook.

I am using Outlook 2010. Some of my coworkers use Outlook 2013 (the desktop version, not 365). Calendar syncing does not work in either version.

I can create an appointment in outlook, and then click either 'Add to Method' or use the 'Syncronize'. It will bring up the table that asks me to select a contact. I choose a contact, and go on to the next screen where I tell it just add an activity for that contact. The third screen has all of the contact's information pre-populated, and I can write a short little email blurb. However, when I click 'Add to Method', I start getting a chain of issues.

After this point, I start getting a train of 'could not update one of your appointments' problems. The first issue is that "Assigned To:" always defaults to the email address that we use to log in to Method and the plugin, but what it's really looking for is our name. So this has to be manually changed each and every time., and there isn't a way to change what this defaults to. This isn't the show-stopper, though.

The second error I get is extremely ambigous. "We could not update one of your appointments because value x in the field y no longer exists. Please choose a new value and press OK to proceed." I have no idea where "field y" exists, or what would cause this error. If I try to just select 'Okay' and skip through it, the NEXT problem that comes up is "We could not update one of your appointments because the value 2014-04-20 17:00:00 in the field Start Date no longer exists." At this point, the last two errors just cycle repeatedly, no matter what I put in that date field.

This issue occurs regardless of what contact it's assigned to, or if people are just trying to sync to their calendars (I would prefer that they be able to just do the latter, none of my workers are going to agree to fill out forms every time they want to set an appointment).

Any help would be more than appreciated.

'<', hexadecimal value 0x3C, is an invalid attribute character. Line , position 70.

Aragonite — Thu, 16 Jul 2015 21:38:22 GMT

My client is having issues with the method outlook plugin.

When trying to add SOME emails to method using the plug-in they get the error '<', hexadecimal value 0x3C, is an invalid attribute character. Line , position 70.

This does not happen to every email only some emails, with certain contacts in method.

We have tried taking the email, and copying it to notepad, then pasting in to the plugin, to eliminate any funky htlm characters, but that does not seem to help either.

they have an open ticket with support Case # 14175. the case has been open for a month and they have not heard anything back from method support.

Can we get some assistance please? As the client is highly frustrated with Method at this point, as they now have a large number of emails they need to add to cases but are unable to.

We have tried calling in, but are unable to get through to anyone.

I handle their IT support, please contact me directly regarding the issue

Add-In - Verify Trust Outlook 2013

Asphalt365 — Thu, 25 Jun 2015 17:42:09 GMT

Hello,

I am trying to install the Outlook Plugin for Outlook 2013. I am using Windows Server 2008 R2 and when I go to install I have the companies administrator user and password to allow access. Is there additional sercuity I need to change or allow permissions for to finish installation?

Using with Thin Clients

cdrryan — Fri, 05 Jun 2015 17:41:54 GMT

Our company runs everything on thin clients connected to our main server. When it comes to using the Outlook Plugin as well as the Method Integration Engine, will these work installed on our main server? Is there a process/protocol to follow when setting this all up with thin clients as opposed to stand alone desktops?

Thank you,

Conner

Having trouble getting emails to get into CRM

RedDeezy — Thu, 11 Jun 2015 22:40:03 GMT

Everytime I send an email through the Outlook plug-in, I get a message that says, "Login failed you have attempted to log in several times, please wait 0 to enter again". Then when I close that message box about 10 times it takes me to a search window that says "Please select a field to search for". It doesn't log it into CRM as an activity or a case, but it does send the email to the customer.

I need help desperately. We are thinking of scrapping the whole system if it doesn't work properly

outlook or exchange/outlook365

steveb — Tue, 05 May 2015 21:24:21 GMT

Hi all,

I have new client that is running Outlook 2013 on her desktop with an Outlook 365 back end (rather than Exchange). Will this cause any issues with the Outlook Plugin?

Thanks,

Steve

Plug in icons disappeared after updating to MS Outlook 2013

l.brandow — Fri, 13 Feb 2015 21:58:25 GMT

I updated to Outlook 2013 and lost all my Method Outlook icons. How do I get them back?

I tried to reinstall the Method Plug in. The install seemed to work fine. I installed over the old install, but the icons still don't show in the new Outlook version 2013.

Please help. I miss my old method plugin :-(

Odd initial show up

k.dise — Fri, 13 Feb 2015 01:29:03 GMT

Hi,

When I sync a customer from outlook to Method, method add initials that do not exist to the clients name. Please have this stop.

Thanks,

Outlook plugin showing up on emails, but not in calender

Jeremiah — Mon, 26 Jan 2015 11:07:37 GMT

The Method toolbar disappeared from my calender in Outlook 2007, but the buttons are still on incoming and outgoing emails. How can I resolve this?

Plug-in doesn't show up after being downloaded.

Justin Myhill — Mon, 27 Oct 2014 18:02:54 GMT

Hello,

We are new to method and we have been downloading the plug-in to microsoft outlook. So far it has worked on all of our computers except for 2. On one computer it went directly into "Quick Steps" and then disappeared. The other computer downloaded the plug-in and is not anywhere on outlook. It says that it is downloaded onto the computer but doesn't appear to show on Outlook. If you have any ideas please feel free to reply. Thank you for your time and I hope to hear back soon!

Outlook Add-In Error: Failed to Install Cetificate

Nicole_fly — Mon, 02 Jan 2012 20:38:01 GMT

After saving the add-in the my desktop and beginning to Run for installation, I get a message that reads: "Installing Certificate... Failed to install certificate." I can't get any further. Help?

Nicole

Are attachments to emails integrated into Method using Outlook Plug-in

Leigh — Thu, 18 Jul 2013 00:52:02 GMT

It seems the attachments on emails are not brought into Method when the email is added to Method, is there something I am doing wrong, is there a way to bring those attachments in using the Outlook Plug-in?

Outlook Plug in for Mac

Jklinow — Sat, 02 Aug 2014 14:03:03 GMT

I know people have requested in the past. My entire company runs Macs.

Please ... when will you develop the plug in for Outlook for Mac

Automatic Syncing?

Justin_ComputerMedix — Thu, 11 Nov 2010 07:04:46 GMT

When we update data within Method used the web-based side, I'd like for the updates to replicate instantly into Outlook which will then automatically update my iPhone's Calendar (we use Exchange.) Am I missing the check box for "Auto Sync" or is this not a feature yet?

Thanks!

Justin

Oulook Plug-In for the MAC?

CarolOliver — Wed, 19 Sep 2012 18:35:03 GMT

Is there an Outlook Plug-In for the MAC? I have looked but cannot find one.

Thanks.

Carol

Employees

SALES-SUPPORT — Tue, 25 Feb 2014 19:36:54 GMT

When a new user is added to Method, how do I set the person up as an employee, so I can add their name to a calendar event from Outlook?

Outllook Plugin

s.mcneal — Wed, 05 Feb 2014 15:21:02 GMT

I have a Google Apps for business account. Last year I migrated outlook.pst to the cloud using Google Apps Mgration, Google Apps sync and Google Calendar Sync. Afterwards, I added the Google Gadget (the purpose of this whole exercise). This arrangement works great with my desktop, Method, Droid and iPad.

It looks like this arrangement has some overlap with the Outlook Plugin. Do you know if it is possible to add the Pulug-in without interfering with a setup that is working well?

Sharon McNeal

New Contacts from .vcf

lsdrury — Tue, 17 Dec 2013 15:51:07 GMT

Nice new look! I love the plug-in but have run up against a situation I can't resolve. One of our customers (who is the main contact of the company in Method) sent me four seperate emails one for each of his employees. Attached to each email was the contacts Outlook Contact VCF file (Business Card). How do I import or add these vcf files to Method. The plug-in only will add the email sender, but I need to import the vcf files attached to each eamil. Can you guys help me please.

Thanks

Scott Drury

Not a legal OleAut date

MikeH — Wed, 06 Nov 2013 17:04:44 GMT

I recently installed the Outlook 2.0 plugin (version 2.1.41) to use with Outlook 2010 (32-bit). It worked the first day and then began throwing an error. When I create a new meeting in Outlook, the plugin gives the "Not a legal OleAut date" error. The sync settings are from 1 day in the past to 7 days in the future. Are there settings I could adjust to remove this error?

Thanks!