Method Community

Hey Bill, The first step when using the Outlook Plug-In is to search for the client, of course if this is  new lead, you won’t find them. That is when you can select the "New Contact / Lead / Customer / Vendor.." button located in the top right section of the search screen. You can choose to enter in leads, customers, ...

I meant "Is this really the intention of the plugin - to not add new contacts?"    

I found the plug-in and installed it with no problems.   I can select an email from a known customer and create a note for the user - very nice.   But I selected a new email from a potential customer - a contact if you will.  I tried adding it but it first wanted me to find an existing customer/contact/etc.   Is ...

So I have customer who didn't want to purchase from the website, insists that I generate a quote which I did.  Then they call back and want to place the order in person and gives me the CC info.   So I go into Method and find the ability to turn the quote into the sales order.  Nice.  But now I have to calculate shipping ...

As a new user, I'm finding it difficult to find things.  I notice these posts about the Outlook plugin being available, but could you please put a link in your messages helping folks to go and get it?

Thank you for the reply. I have currently been dealing with other aspects of method, but i think we got that ironed out. I will read up on your reply and take a look at what we have and then get back to you for more assistance. Again thank you.

we have multiple QB files. Is there anything that prevents the synch engine from synchronizing the a method database with a non-corresponding QB file?

Good Afternoon: I have about 4 different QB files - Enterprise - for different companies. I open the PWC QB file and Synchronize the synchronization engine says it's synchronizing with the FFX database. When I open method though all the data is from the correct PWC file. So in other words - the synchronization engine is not correctly ...

Brian, sounds like you turned debugging on. To turn it off, go to Customize > Display, and disable it. Paul 

Whenever I click a button that I've created there's a dialog box that pops up telling me the results of each action. Is there a way to turn this off? I'm ready to demonstrate my project and would rather not have the dialog showing up every time someone clicks a button. Also, is there a way to create a password field? For now I ...