Method Community

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 ...

Support, Any updates on this?

Hey JWS, Were you able to resolve your issue? I've broken down your problem into a series of steps, please confirm that this is your workflow: Created a custom grid on sales order screen The grid information is related to a specific sales order When you save the... Sales order? Grid? If you could provide more information here it ...

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 ...

Isdrury, Yes, when your compose window in Outlook opens up, you will see a new option in your Outlook tool bar to send an activity to Method. This button, called Send, will send your email and allow you to edit the details of your new Method activity, all from Outlook. Hope this helps! Jason

Hi taurusgardening, In order to help you address this issue, follow the workflow below to regenerate your Method tables.   Workflow: To do this, follow the steps below: Go to Customize > Tables/Fields Click on the table you wish to regenerate; alternatively click Edit Fields... Click the Finished Editing ...

Ok MethodSupport active. one other issue I'd like to be checked out is why I can't see appointments set in google on the calendar in method - Method sends appts to google ok but I don't seem to be able to see them in Method - I know from the summary in the sync page that the entry is being added but I can't see it coming up on ...

Taurasgardening, It would be difficult at this point to determine what is wrong with your portal screen without having a look at it.  I would suggest you turn on MethodSupport, so we can take a quick look at your account to see what is going on.  Please keep in mind that your issue likely has to do with customization, so we can go ...

I tried this.  Had to remove "EntityType" which is a field that doesn't support Add.  Then it worked fine.

Ah!  That makes sense, thanks. No, what I put into Addr1 didn't move to Addr2, I was testing with Addr1 and Addr2, Addr1 disappeared (or sometimes got replaced by CompanyName) and Addr2 stayed put. Perhaps you can just advise me on how to do what I need to do. Via the API, what I'm trying to add is a Lead, not a Customer. The lead ...