Method Community

Hi Marti, Did it say that it instaled successfully or did you still get the "The following Microsoft Office solution cannot be installed due to a general installer error: OutlookMethodSync.vsto" error message? If it said that it was installed successfully and you have Outlook 2010, can you download a new patch I've released today ...

Hi iLs, The green bar that reads Prospect Managment Grid is actually a section. A grid looks like the following (*It won't say activity grid in your case but the image will look the same)   If you hit edit on the grid you will see the option to add columns. Also if you haven't already taken a look we have alot of webinars on ...

EDIT: Automatic sync to Google Gadget and calendar temporarily disabled — manual sync available We have temporarily disabled automatic syncing to the Google Gadget and calendar to deal with the issues. You can still manually sync. For steps on how to do this, click here. Last night we deployed a fix to deal with the issues relating to ...

Hi Innovative, I haven't seen any issues like this in the past and no this would not be the cause of the problem. When the records are no longer in Method, do you have conflicts that need to be resolved? At what point do the customers start "disappearing" in Method, is there any commonality? - Ashur

Dave, Go to the QuickBooks tab.  The first screen under there is Synchronize.  I just learned a little trick.  This screen defaults to maintain transactions for only the most recent 30 days.  You need to change this option at the bottom of the screen if you would like to see more. Heather

 Victor, No, it evidently did not re-install correctly, because when I opened Outlook I received an error message "An add in could not be found or could not be loaded". I have uninstalled the plug in again.  I have also repaired the .NET and Visual Studio. The only Method applications that show in Add/Remove Programs ...

Thank you, Michael. I was able to add a new section, and insert a grid. I then edited the grid and followed the setup process, creating columns for each field, etc... Then I published and saved. However, now when I try to open the custom table with the grid, I am getting the following error:   Server Error in '/Method' ...

Greg - regarding the conflicts, those were related to bills from a long time ago and I had been working with Method support to get those fixed.  Finally got them cleared out today.....but very few were related to the issue I'm having currently with bill entry and sync over to Method.  Could there be other reasons why this sync isnt ...

Hi Adam, Thank you for your response!  Greatly appreciated! Here is the most recent error message: Method CRM - QuickBooks Online Sync Results Company Account CorrectToes Result Aborted Message An unknown error has occurred. Changes to QBO Changes to Method Our first conflict was a ...

Hello Marcelo11756, I am sorry to hear that your google calendar stop syncing. I want to let you know that we are aware of this issue, where automatic sync is not working which is causing your google calendar not to sync. Our team is actively working on it to resolve the issue asap. In the meantime, you can still ...