Method Community

Hello, I am trying to install the Outlook Plugin for Outlook 2013. I am using Windows Server 2008 R2 and when I go to install I have the companies administrator user and password to allow access. Is there additional sercuity I need to change or allow permissions for to finish installation?

Totally Helps!  Thanks so much as always :) Maureen

The following updates are now live for users of Method:Classic.  Fixed issue with Webforms not using new email settings (Ticket AS-819) Fixed issues with adding / editing users within multi-tenant accounts (Ticket AS-848, AS-867) Fixed issue related to Lead contacts not being deleted when Lead record is deleted ...

Alright I will keep that in mind for any future posts with attached photos. The only reason was to adjust some of the visual aspects of forms to make it uniform, such as padding around the input text so that the text doesn't stick too close to the text box border. Not a necessity, but I was just curious.

I was running into quite a few sync problems and noticed many conflicts piling up. I also noticed a modal window popping up in QB every time a 'changes only' sync occurred, complaining about 'single user feature' or some such even though no windows or records were open in QB. For whatever reason, QB was acting like some ...

Hi Jason, Just a quick FYI: Our image attachments on the forum don’t work. If you need to attach an image to a post, first upload it to an image hosting service such as imgur and use the link to attach it to the post. Unfortunately, it’s not possible to change the default alignment of an input text box and it’s not possible to ...

Hi Conner, Yes, that’s correct that you want to have it installed on a computer where you can leave QB running. It’s just as important that the QB user has the correct access to the company file however, or sync conflicts will be created. This is why we recommend syncing with the QB admin user. The MIE will not function if you have 2 ...

Is there a way to have the input text centered vertically? By default, the input text is aligned to the top left of the box as shown below:

So I would imagine the best practice would be to have MIE running on the machine of someone who has quickbooks open all day? This way any changes that are done in Method by my sales people will immediately go into quickbooks? I have 2 seperate method databases (1 for US and 1 for EU). Some people will need access to both - does this mean I ...

Hi Conner, Correct, if a user does not use QB, then they should not install the MIE. The MIE and QB must be running for the sync to occur. I hope this helps. Audisho