Method Community

@jnairn - "I am going to use Google Apps Sync because my company currently uses gmail and I want to sync gmail with Method??? Google apps sync will synchronize my gmail with Outlook, which will allow me to synchronize my email with Method???" -Google Apps Sync allows Outlook users to use Outlook and Gmail.  That then allows ...

@jnairn - great that you are on Google Apps. Out of interest - what are you looking for it to do for?  Show a customers info when you answer an email (if so what info)?  Add the email as an activity into Method?  Create follow-up reminders?   Paul

@jnairn - three things I'll add to what Val wrote is: - Our gmail gadget is using "Google Contextual Gadgets" which are only applicable to Google Apps accounts (i.e. the paid business version of gmail, not the freebie gmail). - If you use Google Apps, you can currently sync it with Outlook using Google Apps Sync. That's what we ...

Updated Import / Export Tool The following updates are now available for the Method Import / Export tool: Common tables - When choosing to import or export tables, only "Common tables" are shown initially.  To show the rest of the tables, simply unclick Show only common tables?. Customer and Vendor tables - The Customer ...

Blank - FYI, this has been added in the labs.  Look out for the release notes for the "April version" which will have this on the staging site. Paul

@smohyee - We resolved something recently in the "labs" version that sounds identical to that.  It's a rounding issue.  Once the lab version moves from our internal testing site to the public production "staging" site, you'll be able to make sure it solves it for you. We're likely calling the next version ...

@smohyee - It needs to stay text, simply because it is syncing with a QuickBooks field which is text.  What if a QuickBooks user put a non-numeric value into their Sales Order field?  When it syncs with Method it would create a mess. Instead, can you maybe just sort your grid by RecordID Desc, which is the order they are entered into ...

@Innovative -  "I need to quickly upgrade to enterprise because of file size restrictions is there anything i need to do to makes sure there are know glitches with method?" - It *should* be fine.  Method syncs based on the ID numbers that are on QuickBooks.  And as long as these don't change during the upgrade then ...

Funny - I was working on a project this evening that references the exact same templates. Here are the templates: CRM_ActivityAssignedToUser - For a regular new activity. CRM_Follow-upActivityforUser - For a follow up activity. You can edit the templates under Home > Email Templates. Paul

Thanks @smohyee.  We fully agree.  We actually have this spec'd out for our V2 of the designer.  We don't plan on making the change for the current version - it will remain fairly static until V2 comes out later this year. The way we planned it was that: 1) By default the name is hidden, and is the same thing as the ...