Method Community

Naeem & Tech Team, Thanks for all the time and hard work you all put into our post. I've walked myself through the process several times now and believe I'll be able to perfom the customization properly. Especially thanks to Naeem's exccellent step by step instructions. With the solution Naeem posted I'm positive we'll now ...

Fran, Thanks for your repsonse. Our Vendors are Manufacturer Rep Firms who sell our products nationwide. There are more than one sale rep in each firm, currently we have 4 firms. We've entered each Rep Rirm as a Vendor in QB's. Once that done QB's only allows that one name or set of initials to be a ssles rep for that vendor. I CAN ...

Adam, Ben & Naeem, Thanks to all of you who are working to help us resolve this issue. I understand there will be a post soon to resolve our probelm so I wanted to restate our concern to be sure we're all on the same page. We employ Manufacturers Rep Firms for market our products. Each of our firms have several salespeople we need to ...

The Help Center shows to add new sales reps to the dropdown simply click on add new and add them. This is what I did, I clicked on add new and added the initials of each of our different reps. The additional reps that I added were saved and can be selected from any contacts record. The probelm is when I select any one of the manually added ...

Hi Adam, Thanks for your response. That's exactly what I did. I read through the help center and forums to see if there was a way to import the vcf file directly. As you stated and I found out, there's not so I saved the vcf files to my Outlook contacts folder. Then when I opened the contact file and clicked on the Add to Method button, I ...

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 ...

Tried to use the edit button to write this but it crashed the page. I've installed the plug-in. I went to the Method folder under Programs86. In the folder were 3 files. My Cert. Install Certifacte and Setup. I clicked on Setup and it ran the install. I did this the first time without Outlook open, which failed. Ran it again with Outlook open ...

Yes Jason, that's the answer we were looking to hear. Friday afternoon I attempted to load the Outlook plug-in eager to get started. However everytime I started the process the install would stop unable to load the certificate. I'm using Win 7, I disabled the firewall. rebooted several times all with the same result. The installer starts ...

Clicked on the same link, the process stops in the DOS window failing to load the certifcate. Doesn't load.

We're seriously looking at the Outlook plug-in but before we install there's a question we can't find an answer in your very detailed support information. Without the Outlook plug-in installed, when I click on a contacts email address to send an email this will open a new Outlook email window to compose and send the email. This is ...