Method Community

 Hey Lee,  Sorry for the delay I wanted to do some testing on my end so I had up to date answers for you.  We do not have anything written to help out with merged fields at the moment. I will look into getting a webinar created that will include this topic. You are on the right track, you do need to add an action to replace the ...

 Hello Stacey, Please contact your Business Systems Consultant to look into this, since it appears to be of a technical nature.

Hi, When I create an invoice from a work order, the invoice# and customer Bill To & Ship To fields don't populate. I've had this happen sporadically over the past couple months.....but, always when I save, open up another customer's invoice, and then go right back to the problem invoice, the fields populate. Annoying.... meant ...

Just wondering if anyone has a pool work order similar to the one for qxpress?  

 The new update de-selected the correct Method Integration toolbar in Outlook 2007. I have two toolbars and once I noticed that I defaulted the correct one to be selected and now can sync Method with Outlook appointments.

 I just installed 2.1.26 after seeing the notice it was avaialble. After installing I lost the ability to integrate the calendar Method and Outlook. The tabs at the top of the Outlook 2007 no longer exist. Later today I will try to reinstall the earlier version and check to make sure the add-in is allowed in Outlook. I am on a ...

 A little more detail might help. We have a generic email that all leads come in through email. I personally manage that and then assign the lead to the appropriate person. I would like the tool to recognize who the lead is assigned to and when each person integrates with Outlook it would recognize this. Currently I am assigning a unique ...

Laura this is already being done.  The appointments that appear in Outlook from Method are based on the username that is entered in the plug-in.  

I have another request, or question. Two of us are entering into Method, oportunities and activities are assigned to the appropriate individual. When we sync with Outlook we would like it to recognize whose activity it is and only sync that activity with the appropriate Outlook Calendar. Can this currently be done?

 I have tried to do a full sync as suggested by ryan on the blog but it will not launch. I have tried uninstalling the software and re-installing but nothing will open the sync login box.