Method:Classic Outlook Plug-In 2.0

Re: outlook plug in setup, location format dropdown?

Method_Ashur — Tue, 02 Jul 2013 16:27:39 GMT

Hey Kenneth,

The Location Field in Outlook doesn't map to an actual Customer address in Method because Activities are based off of Contacts, not Customers. If you look at the New Activity screen in Method you'll understand what I'm referring to, and also notice that there are no address fields to. You can keep doing what you're doing now, e.g. create the appointment in Outlook then edit it in Method, or customize your Method screens to your needs. However, you can't customize the Outlook plug-in.

- Ashur

outlook plug in setup, location format dropdown?

krp2203 — Tue, 02 Jul 2013 01:46:16 GMT

Good day, I’m working with the outlook plugin and trying to simplify my appointment process, it’s going ok but for some reason the drop down for "location format" does not give me any way to add a location or field to pull a location from? any updates or ideas on this? Also, I’m creating work orders from outlook appointments and the "job name" is pulling in the comments (in this case my web form email form the customer) so i have to go to method and edit the work order to get things in the correct place.

Any help is appreciated.

Thanks