Method Community

I have created some yes/no field information such as IsHVACCustomer? This is for importing existing leads from another CRM as well as entering new leads to know what they need. I originally just added a checkbox object, so nothing really saved. Now I have created these fields in Customer. However, I went into a lead that was recently typed in to ...

I have seen some posts on the positives and negatives of Method's calendar system. I see hints of "default calendars" such as Call Center or Professional services, etc. These sound like resource calendars. How do you get them to show on the activity calendar page? I have tried some of the suggestions in general of testing with ...

I already use the second resource for 'Grouping', this way I just see a sub set of my employees - just electricians, managers, office staff, etc.  However, I never want to see Inactive/Ex-Employees, so I need a way to filter these people out. I've tried deleting Ex-employees from the systems but it won't let me do that ...

Yes, but this would be an automated action by checking a different checkbox. Imagine making a yes/no field called, "Likes Broccoli?" When a new lead is created, and they click the box, then it creates a task for a user named Steve to call them within 24 hours of the lead creation, creating a custom title for the outbound phonecall ...

Thanks, good to know.  We are having trouble getting the plugin to show up in Outlook 2007 on a Win 8 computer, so now I know to llook at other areas to solve it.  It appears to install just fine, it just doesn't show up in Outlook.

You can definitely create a task by clicking a checkbox.  I would recommend looking at the actions on the Add/Edit activity screen, specifically the Save button.  I sounds like what you want to accomplish isn't too different from scheduling a follow up.  Am I correct with this?  You can use shared results to store the ...

I believe so but I will check on Tuesday.

Just to confirm, when you create an Invoice in QB with a Group Item and save, the tax code is overwritten with the correct one? when the invoice is created there? But when the invoice is created in Method is when the tax code is not overwritten for the Group Item? - Ashur

Mary, You should be fine to install it.  We haven't had anything reported about the plugin and Windows 8.   - Adam

[quote user="mlongacre"] Is anyone successfully using the Outlook plugin on a Windows 8 computer?  [/quote] I'm using it on Win8 Pro with no problems however I'm using the new Outlook 2013. I did not try older Outlooks.