Method Community

Hi mkbockhold,  It seems that Outlook Plug-in did get installed, but it's simply missing from toolbars. Can you look whether method icons are available when you click customize toolbar? Also, to be able to diagnose your problem better, can you take a screenshot of what you see when you click setup button, as well as a screenshot of ...

Hi Soakley75, In order for us to understand what exactly is wrong in your case, can you please do the following: 1. Right Click "My Computer" icon and click Properties. 2. Click Advanced System Settings 3. On Advanced Tab click Environment Variables 4. In System Variables click New and add following: Variable ...

I see it in Programs and Features.  I can't think of or find any security settings that might be a problem.  The add-in shows up in the Trust Center in Outlook under inactive add-ins and even when I go to manage add-ins and tick the box nothing happens. Uploaded with ImageShack.us

 I'm in the same boat.  I do have the Method Outlook plugin displaying in my Control Panel under Add Remove programs and it says that I have version 2.1.37 installed.  I have email functionality but no calendar features.  My setup screen looks the same as soakley75.

I can't seem to get the outlook plugin to work properly.  I'm unable to synchronize my calendar and don't see the new fields when I click the setup button.  I've tried uninstalling and re-installing but nothing is working. 

Hi soakley75, Do you see the Method Outlook plug-in as installed in the Control Panels => Programs and Features? Did you unistall previous version of the plug-in before installing a new version? Do you have any security settings that may suppress proper installation of Outlook plug-in?  Thank you Victor

Hi Roger, [quote user="roger"]Which Method tables contain bits of information related to CRM?  It appears obvious that the 'Contacts' and 'Customer' tables are involved (setting the 'IsLeadStatusOnly' field to 'TRUE') but are there other tables (LeadSource, Opportunity, etc.)[/quote] The only other ...

Thanks, I've downloaded and installed the current version and nothing shows up in Outlook.  It's not in the disabled items either.  Do you you need to change the default installation folder for it to work?  I've uninstalled, rebooted and re-installed a few times with no luck.

I am working with a client to import data extracted from their current CRM (Maximizer).  The 'Import/Export' section under 'Integration Tools' appears to contain the "right" tools.  However, I have a few questions... Which Method tables contain bits of information related to CRM?  It appears obvious that ...

Hi, Now that this new field is in the table you will also need to add it to the screen itself. Go to Customize > Screens and edit the Bill screen (It will ask you to make a copy). On that screen you should see a grid for BillLineItem editing that grid will allow you to add additonal fields to it. Lastly you would also need to add this new ...