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Hi DMaddox,
Are you having a problem with the Outlook plugin from the link posted above? This is the correct link for the latest plug-in for Outlook. If you're having any issues please create a new thread and post up the details of the error meesage.
~C
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I am running Outlook 2010 and loaded the plug-in and it showed up but don't get any real connection into outlook. The fill that is loaded mscoree.dll. Is the the correct file for plug-in 2.0 and if not where can I get the correct one.
Thanks,
David
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Thanks Chad, that worked.
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[quote user="JKM@SA"]Is there a way to just see the Customer entry w/o all the contacts?[/quote]
Be default Method will show all the contacts for a customer under the contacts tab. If you're seeing 4 entries for a customer that should have 3 then there must be a 4th entry for that customer. If that 4th entry is a mistake ...
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Hi Kerry,
You'd have to log into your domain as administrator and assign permissions to your user in Windows as the admin then install the plug-in. After you've confirmed the install on that user then remove the admin privillages for him and check his Outlook again. Please let me know how that works.
~C
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Ted,
Thanks for your response. I was asking about sending emails from within Method.
But can you clarify your statement about sending an email from Outlook? I already know that standalone Outlook has the read receipt feature, but is this used by the Method plugin in any way?
I had posted a feature request in the plugin subforum ...
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My first question is related to the Customers and Contacts List. Is there a way to just see the Customer entry w/o all the contacts? For example, If we have a customer with 3 contacts we are seeing 4 entries to choose from.
We also have many blank contact records within a customer for some reason. Why would they be there and how do ...
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Rather than creating a traditional manual we're publishing help center articles for Method. For example, we've got a great article on Documents here. Over the next few weeks I'll be posting more articles so stay tunned.
Do you have a specific question on Contacts & Customer we can help with?
~C
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@pdirect
Thanks for follow-up. Yes the List Builder will create the the desired list to Excel.
1. Campaigns > List builder.
2. Remove all to begin with.
3. Fill List with all customers. This will put the customer type ...
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Thanks, but I'm surprised you don't know your own product a little better. The best way to do this was by using the List Builder (found after searching). I was able to filter by customer type and export as an Excel file right from there.