Method Community

 Hello Baptisth, You can download the latest Outlook Plug in version by using the following link: http://www.methodintegration.com/MethodOutlookAddIn/MethodOutlookAddIn.exe

Amanda, Thanks for confirming -- I get it now!  It seems to me that if I want to make a change after entering data, I will need to export the data and re-import it to the correct field name? Is it possible to simply delete data (in a moment of madness) by deleting field names? Also, I do plan to re-use field names. I need to remove them ...

Thanks James! I am so happy I am just in the design stage! Shelley

James, thank you for jumping in - you hit that one right on the head :) Shelley, James is right in his explanation. There is no way to modify the type of field once it has been created. You would have to add new fields. Keep in mind if you would like to reuse the same field names then you would first have to delete the existing fields and then ...

Shelley, Also, I cannot change the data type of the additional fields I have added in Method (Not QB Custom Fields).  I can change the field length, but not the data type.  There does appear to be a drop down arrow indicating this widget might allow changes, but no luck getting it to work. About your Custom Screen.  I would think ...

Yes, the toolkits, libraries, and all the other technology layers that make for rapid development also introduce complexity and occasionally unpredictable behaviour.  But, what would software cost if it was all written from scratch in C? A certain allowance for behaviour that is out of the direct control of the developer is necessary for ...

Paul, thank you!  Yes, you are on the right track.  I do not have HTML experience, nor much Method customization experience YET. I do believe your suggestion will resolve the issues and I will speak to Danny about the solution.  Thanks again!   Judy  

Hey Judy - good to hear from you again.  Hmm......so there's two things you'd want to send in this case (1) a report turned into a PDF as an attachment; (2) and an Estimate or Invoice as the email body (in HTML). So, yes, this is *absolutely possible* with customization.  Attaching an PDF to an email is ...

Ho do I update the Outlook plugin to v 2.1.34.  I have 2.0 installed already but can't find where to download the latest version.  Also if I click on setup, it does not give me the option to upgrade to the latest version.

Ryan told me how to do this and I cannot remember. I am trying to get rid of all (or most) of the search boxes and just use column headings. I recall that it had something to do with customizing something called "entity" and it was relatively convoluted. How do I find this again?