Method Community

I notice that my customized screens do not come up in the settings to map as a landing page to View / Edit in Method.  Will this be possible in the future or is this a limitation of the gadget?

Thanks for a great Google gadget!  I'm really enjoying having the contact and other information right there in the email.  The Edit / View in Method link is not working on my side though and takes me to a 404 error page.  i'm using QBO and have customized the Edit Customer and Edit Lead screens...

Mike - old post, however, I wanted to follow up with you that we are now accepting invites for the Gmail Gadget for Google Apps. Thank you for being so patient - this one took us a while to get up and running. Read more here: http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&id=204 Hope all is well across the pond, Paul

@Garret I believe (with the provided information) that you are on the right track to get convert a Lead to a Customer, with the restriction that the user cannot edit the Lead information. The action on the button should change the 'IsLeadStatusOnly' field. Have fun :)  

[quote user="MisterBill"]it's very seldom but still anoying when it does happen[/quote] It's hard to track down something like this and I would assume this is a browser caching problem before Method since it happens very seldom.  If you can reproduce the steps for us then we can submit a ticket to the dev team, ...

@jnairn - just wanted to let you know that as of today we're quietly accepting requests for beta invites for the Gmail Gadget. You can now read about the gadget here: http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&id=204 Paul

@Kieran, @Fran - good news. Starting today we're now slowly and quietly accepting requests for beta invites. Here's the Help Center article that discusses the gadget: http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&id=204 Paul

If you're looking for help on how to get started with the Google Gadget, check out the new help center articles we've published.   http://www.methodintegration.com/method/kb.aspx?folder=MethodCRM&article=What-is-the-Gmail-Gadget%3f&id=204  

[quote user="wmousseau"]Please let me know if you have any thoughts/insight.[/quote] The Method Integration Engine does not trigger any popups in this regard.  It sounds like this is a popup from QuickBooks so we have no control over the information in that window. If you think there's an issue with the Sync engine you can ...

I need to figure a way to allow our users to convert a lead without editing that lead... So far I have added checkboxes to the LeadList grid to allow a user to check a lead. I put a duplicate 'Convert Lead to Customer' button on the screen with the grid (LeadList). Now I am in the process of altering the 'Convert...' button actions ...