Method Community

I wanted to know if there is a way to fix the window size inside method such as resolution ie the screen does not show the whole window at one time.

Is there a way to mass delete leads? We uploaded several hundred leads but now we don't want them in our database. Is my only option to go 1-by-1 through each lead to delete them, or is there a faster way?   Thanks!

Dave- Are they actually going to File > Shut Down on the sync engine? Clicking the X on the Sync Engine doesn't close it down. You can also try doing a reinstall of the Sync Engine ( You can find the full steps HERE on page 13) -Michael  

  Hi Nicole, You can use the Method Import / Export Tool to import your leads into your lead list in Method. You can view a webinar HERE that might help. When importing your leads make sure that the field for IsLeadStatusOnly is True.  -Michael  

I and other clients sometimes cannot exit out of QB on our PC because we get a message that says some application (Method) is running and this prevents user from being able to exit QB or open another company file.   Method sync engine has been closed but we still keep getting that message.   Usually we have ...

 I have a list of 100 contacts I'd like to efficiently upload from Excel into Method as Leads only.  Any ideas?   Nicole

 That worked! Thank you for such prompt responses!   Nicole

Nicole- What kind of permissions do you have on that computer? Are you an admin? Try right-clicking on the install file MethodOutlookAddIn.exe and select Run As Admin. If you are still having issues email me and we can setup a time for me to connect to your computer and take a look at this issue. -Michael

 Thanks Michael, I did try that sequence from your suggestion in another forum.  Unfortunately, the error still comes up - and that's all it gives me.  I'm not sure if it helps to know that it's written in a command prompt window. Nicole

Nicole- Is there any more to that error message or is that the full message? Can you try the following as well:     Open Internet Explorer Click Tools > Internet Options Click Security tab. Click Trusted Sites Click Sites Enter https://methodintegration.com in the Add this website to ...