Method Community

Hi Michael   Unfortunately to my knowledge, there is no way to prevent this splash window from showing. Currently, since this add-in is in beta, you should be seeing this update window once every three days; However when this plug-in will go out of beta, you would see it once a month or less.  Unfortunately right now, in Outlook in ...

I have some questions/issues with Outlook addin: 1.  When starting Outlook, I get a dialog that appears to be looking for an update to the Method customization, I cannot figure out how to prevent that from happening. 2.  With regards to adding contacts to Method, is there anyway to know, from within Outlook, if a particular contact is ...

JamesQ, You can only have one value displayed in a drop down after it is selected. As an alternative you can make the Opportunity name the first column instead of the RecordID. To do this you have to add a linked field that points to Name, so if the drop down is in the invoice screen you will need to add the Name field as a linked field ...

Is there a way to change the formatting of phone numbers on mobile screens so that they show up as a link that can be dialed with a smartphone? Thanks! Michael 

 Method Rerport Writer.  That is new to me.  I will try it!

Why not re-create the Sales Order document using Method Report Writer, then you can automate the merge and emailing from within Method?

 Running through the drop down Wiazrd, step three I choose the text field.  I understand. Can I show two fields in the drop down?  For example, my matters have very ambiguos Opportunity IDs, ABC123, that sort of thing.  But the names are meaningful, like Alpha Beta Corp re Field Study.  I'd like to have the drop down ...

 Another one of those "this worked pretty well in Salesforce" questions. Our projects start with a Sales Order document which we populate out of our CRM software.  Basically, I create the appropriate questions to prompt the sales staff to scope the project, and the sales staff fills in the fields which are ported out to a ...

Hi Marti, I am happy that it works for you now. The problem for sure has nothing to do with category color coding feature, since Outlook Plug-in fully supports and implements appointment color coding. For example for all appointments that have status completed in Method, you can assign color red, and every time you synchronize appointments, all ...

 I've tried syncing again and it now works. Victor, could this have anything to do with the fact that I was, at one point, trying to use the Outlook category color coding feature?