Method Community

Hi Conner, I can confirm that we do have users who run the Method Integration Engine and the Outlook plugin on a similar setup, but we do not officially support it. As such, your mileage will vary depending on your environment. The installation procedure will likely be determined by your IT department based on our standard setup procedure. If ...

Hi Mahlon, I don’t really have enough information to tell you why this activity is being created, but it appears that Method is picking it up as an event that originated in a Google calendar account. The time doesn’t correlate with the previous 2 activities, so I don’t think that it’s a duplicate. Is the activity assigned ...

Try accessing the activity through the opportunity.

Hi Mahlon, If you check the source code from the Insert tab of the text editor, you will notice that it is replacing your “<div></div>” with “<div>&nbsp;</div>”. I believe that this is what is causing the extra blank line. I have created a ticket for the development team to investigate and will ...

Hi Maria, I’m sorry that you’re still having trouble with this and I am also sorry that you were unable to reach us via phone. Our phone system should allow you to leave a voicemail instead of waiting on hold. In the future if you leave us a voicemail, we will create a case for you and reach out as soon as we are available. In this ...

Just get this

I have some actions depending on Session Active Record ID, but it seems they are firing before the screen gets a record ID

Another thing, if you open the Activity in the Edit Activity screen, and close it. later it looks like this.

Hi Audisho, Thank you for responding to my poost but unfortunately I have tried ALL your suggestions multiple times and it did not resolve any of the issues I'm having with CRM. I also called and spoke to our IT person for our company and he confirmed that everything is running efficiently on our end with our computer and computer system. I ...

Our company runs everything on thin clients connected to our main server. When it comes to using the Outlook Plugin as well as the Method Integration Engine, will these work installed on our main server? Is there a process/protocol to follow when setting this all up with thin clients as opposed to stand alone desktops? Thank you, Conner