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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...
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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
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@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 :)
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[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, ...
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@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
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@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
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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
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[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 ...
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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 ...
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this is the second time this has happened to me ... it's very seldom but still anoying when it does happen, the buttons to save and whatnot are just missing at times, then you have to hit refresh on the entire browser page thus loosing all your info and having to re-enter again