Method Community

I'm editing my existing opportunity stages on the New/Edit Opportunities screen. I'm setting a numeric value in the Stage Order field so that the stages will appear in the order I want them. But regardless of how I set the numeric, the Stages appear on the dropdown in alphabetical order.  Any suggestions?

So on the default Sales Order (or PO, or Invoice, etc) screen, hitting the screen "Save" button seems to include the actions involved for the green "Update"  button for the Line Item grid. So if I enter an item without an indicated Qty, hitting Save or Update will set the Qty to one, and insert that line as a record into ...

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

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

 Thanks Chad, that worked.

[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 ...

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

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 ...

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 ...

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