Method Community

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.

Neil, Just so I understand correctly, you essentially want to survey customers based on the items the estimates are based off of.  Am I correct here?  If the info is already stored in a grid, it is already stored in a table. I don't see why you need to create a new table.  I am thinking you can store the recordID for each ...

Is anyone successfully using the Outlook plugin on a Windows 8 computer? 

Take a look at my example for the Send Email option. You'll notice when you click the Email To: dropdown list you're presented with 6 different choices. Here's a rundown of those choices. Type In - This one is pretty self explanitory; just type in what you want and this will be "hardcoded" to this specific ...

We received the following question from Angie: [quote]Can we include Contacts' address information in the List Builder so we can export the list and mail them cards?[/quote]Hi Angie, Yes this can be done through customization. You would first need to make a copy of the stock CRM_ListBuilder screen, then edit the ListBuilder grid and add the ...