Method Community

Hi Amanda, Thanks for the instructions, Much appreciated! althought i never modified the original screen i tried replacing it without any luck. in trying the second attempt i have"un-hidden" the type field, so it is now visible on screen. i have to make sure a work type is selected before selecting the customer, to avoid error ...

Further investigation...  Found that the installer unpacked the files to the directory.  Documents_and_settings\office_manager\local_settings\Applications_Data\Microsoft\Outlook\Outlook_Add-on_for_MethodIntegration.  ( I have several users on this PC but am currently using Office Manager) Several *.dlls and MethodCRMAddin.exe in ...

 Amanda, Since I have tried several add-ins etc over the past couple years, per your suggestion, I reinstalled Outlook on my PC.   The result was a bit messy.  The new install disconnected me from my .pst file so I initially lost my data.  Got that back, although now it shows up in a seperate folder.  Still ...

Paul, I am not having the same issue in IE8.  Will use that until you notify me of a fix.  Thanks!

Marcus and Joe - to get around the annoyance (and we admit......it is pretty annoying!), can you use IE8 for the next couple days?  Correct me if I'm wrong - I believe it is only a FireFox issue right now. Paul

Thanks, fellow end-user...and Amanda!  Hope my scroll wheel finger holds out. :)

  Hi Joe, We’ll look into both these situations and keep you posted. Val

Good afternoon, This is the 4th installment in a series of 6 Method CRM movies, so if you haven’t been tuning into the movies so far and would like to watch them in order, view the Sales Center, Call Center and List Builder movies before proceeding on.    Movie #4 – Customer Portal The Method customer portal is a ...

Screen Type: Auto-generated screen for working with custom table. Field Type:     (Table Field) - (Date/Time) - (No Constraints) Problem/Scenario: When selecting the dropdown button the mini-calendar is properly displayed. However, 1) Without selecting any date, the text box changes to the current date (this is ...

We can certainly understand the pain in having to select the same users (or other filter options) each and every time you log in. Having a ‘default’ or ‘save last view’ preference could help out. Great ideas we’ll be sure to bring up in our meetings and keep you posted along the way. The ability to view or merge all ...