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Hi haident,
Have you given that user permissions to access the Method API and the tables needed for the Outlook plugin? When you setup a user on Step 8 of 10: Access to Tables, you can give them access to the Method API(Which is what the outlook plugin uses and you have an option to give them access to all the tables used in the outlook ...
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James,
That is a pretty good solution and should work in your case.
-Michael
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Hi t.trudeau,
The main purpose of scheduling a follow up is for ease of use, it is the same as creating a new activity.
-Michael
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This should no longer be an issue. You may have to sign out and sign back into Method first.
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This should no longer be an issue. You may have to sign out and sign back into Method first.
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Karen- You can set the Vendor a user is associated with by going to Customize > Users editing the user and selecting a vendor for Link to Employee / Vendor / OtherName (SalesRep).
-MIchael
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HI pdirect,
This has already been posted HERE. We are currently aware of this issue once, once it is resolved we will update you.
-Michael
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Michael- I am able to duplicate this, I will look into it and get back to you.
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Hi Josh,
How is the filter setup in your Generate Report action?
-Michael
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Hi Dan,
As is in Method there no way to move entries from the Existing Customer List to a Customer Contact List, you either have to manualy add the entries or you could do some customization and add a means to copy details from a Customer into a customer contact.
-MIchael
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