Re: Help syncing Outlook Plug-In and Method

Anonymous — Mon, 22 Nov 2010 23:18:07 GMT

Hi Lilian,

Thanks for contacting us. There's a couple things we need you to do before we move forward with troubleshooting.

1) Was the appointment synchronization successful? Do your Outlook appointments appear in Method and vice-versa?

2) Please verify that under "Edit settings for User (Username)" on step 5/7 has the "This user is allowed to connect to Method API" selected.

3) Do you get any information other than the above when you try to synchronize one more time?

4) Please go to customize -> Tables/Fields -> Edit fields for table "Activity" and look for a field named "OutlookSyncID" - does this field exist?

5) Lastly, kindly go to your C:\ drive and find a file called "MethodCRMaddin.log" and email it to d.kugappi@methodintegration.com so that our developers can look what the issue was.

Thank you,
Denis

Help syncing Outlook Plug-In and Method

LilAaron — Mon, 22 Nov 2010 19:30:44 GMT

Trying to do my first sync from Outlook to Method and getting the following error:

<?xml version="1.0" encoding="windows-1252" ?>

</MethodAPI>

The Progress box says "25 out of 25 appointments processed".

It appears the Outlook Sync instructions were followed and the API has been activated for this user.

Method:Classic Outlook Plug-In 2.0

Re: Help syncing Outlook Plug-In and Method

Help syncing Outlook Plug-In and Method