Method:Classic Outlook Plug-In 2.0

Re: We're ready to get started! Method Outlook 2.0 Plug-In

Method_Jason — Mon, 21 Oct 2013 21:56:49 GMT

Isdrury,

Great to hear you got it going! If you haven't already, take a look at this article, which is the first of a series of five. It will teach you everything you need to know about the Outlook Plug-in!

Jason

Re: We're ready to get started! Method Outlook 2.0 Plug-In

lsdrury — Mon, 21 Oct 2013 18:10:55 GMT

Tried to use the edit button to write this but it crashed the page. I've installed the plug-in. I went to the Method folder under Programs86. In the folder were 3 files. My Cert. Install Certifacte and Setup. I clicked on Setup and it ran the install. I did this the first time without Outlook open, which failed. Ran it again with Outlook open and voila! it installed. Not only that it works as advertised!

Thanks

Re: We're ready to get started! Method Outlook 2.0 Plug-In

lsdrury — Fri, 18 Oct 2013 16:02:44 GMT

Clicked on the same link, the process stops in the DOS window failing to load the certifcate. Doesn't load.

Re: We're ready to get started! Method Outlook 2.0 Plug-In

Anonymous — Mon, 07 May 2012 14:25:32 GMT

Hi DMaddox,

Are you having a problem with the Outlook plugin from the link posted above? This is the correct link for the latest plug-in for Outlook. If you're having any issues please create a new thread and post up the details of the error meesage.

Re: We're ready to get started! Method Outlook 2.0 Plug-In

DMaddox — Sun, 06 May 2012 20:45:29 GMT

I am running Outlook 2010 and loaded the plug-in and it showed up but don't get any real connection into outlook. The fill that is loaded mscoree.dll. Is the the correct file for plug-in 2.0 and if not where can I get the correct one.

Thanks,

David

Re: We're ready to get started! Method Outlook 2.0 Plug-In

Anonymous — Mon, 13 Sep 2010 14:00:41 GMT

Beth Heffernan:

Joe,

How did it go with 2010? I am thinking of upgrading before I do the Plug-In. Thank you, Beth

Hi Beth,

I am running Outlook 2010 now on my Windows 7 64 bit machine and it works great!

Re: We're ready to get started! Method Outlook 2.0 Plug-In

Beth Heffernan — Thu, 09 Sep 2010 23:13:52 GMT

Joe,

How did it go with 2010? I am thinking of upgrading before I do the Plug-In. Thank you, Beth

Re: We're ready to get started! Method Outlook 2.0 Plug-In

Anonymous — Thu, 20 May 2010 13:18:31 GMT

Hey Bill,

The first step when using the Outlook Plug-In is to search for the client, of course if this is new lead, you won’t find them. That is when you can select the "New Contact / Lead / Customer / Vendor.." button located in the top right section of the search screen.

You can choose to enter in leads, customers, vendor, or contacts by selecting the appropriate radio button.
Hope that helps.

Also take a look at the Outlook Plug-In webinar, you can find it here.

Re: We're ready to get started! Method Outlook 2.0 Plug-In

billm — Thu, 20 May 2010 03:59:48 GMT

I meant "Is this really the intention of the plugin - to not add new contacts?"

Re: We're ready to get started! Method Outlook 2.0 Plug-In

billm — Thu, 20 May 2010 03:57:03 GMT

I found the plug-in and installed it with no problems. I can select an email from a known customer and create a note for the user - very nice. But I selected a new email from a potential customer - a contact if you will. I tried adding it but it first wanted me to find an existing customer/contact/etc. Is this really the intention of the plugin - to now add new contacts?

Re: We're ready to get started! Method Outlook 2.0 Plug-In

Anonymous — Tue, 06 Apr 2010 19:30:52 GMT

I know you said that the initial install work but when it stopped working, did this happen without you uninstalling or removing it?

If it disappeared without you removing it, I suspect it might have to do with Outlook disabling the plug-in. You can check this by going to Help > Disabled Items.

Also, what version of Outlook are you using? Please remember that it only works with 2007. If you were using 2003, the first version of the plug-in would work as it supported this version.

Re: We're ready to get started! Method Outlook 2.0 Plug-In

kevin.murphy — Fri, 02 Apr 2010 21:50:02 GMT

Using both Mozilla and IE, I've tried downloading and installing the Outlook plugin. An initial private beta install worked and showed up in Outlook. Up/downloaded info between Method and Outlook.

Since then, after 2 weeks the plugin disappeared from Outlook. Using the newly released public beta 2.0, A reinstall, repair, uninstall, reinstall, restart hasn't brought the plugin back.

Looking for help from Method. An initial troubleshooting session with the Method team hasn't fixed this bug.

Re: We're ready to get started! Method Outlook 2.0 Plug-In

Anonymous — Tue, 23 Feb 2010 03:06:39 GMT

glafollette:

Joe,

I just used FF 3.5.8 to download --- worked perfectly. Now we'll see if I can get it to run on my MacBook Pro, runnng Windows 7 -- 64 bit and Ooutlook 2010!! (smile)

gll

I'd love to know how that turns out, especially with Outlook 2010. Keep us posted!

Danny

Re: We're ready to get started! Method Outlook 2.0 Plug-In

Anonymous — Tue, 23 Feb 2010 02:57:56 GMT

Laura Madeira:

I successfuly installed the latest version (after uninstalling and then reinstalling). By default the install used IE even though I use Mozilla for everything else.

No appointments syncronized, I am sure because they are all old (I am terribly behind on calls). Can't wait to change the settings to further in the past and see what updates.

What Outlook tools does this new tool offer, tasks, appointments, etc? My preference would be tasks, as I control the actual appointments directly in Outlook.

Hi Laura,

The Outlook plug-in does not sync with Outlook tasks. In all fairness a task does not have the same meaning as an activity in Method. We don't have any intentions of syncing with tasks at this point in time. The ability for the calendar to sync with activities and appointments really eliminates the need to sync tasks. Here are a list of some features in the new add-in.

- New - Create a new customer, vendor, lead or contact (new!) directly from Outlook and have it instantly appear in Method and QuickBooks.

- New – Set a priority for follow up appointments added to Method directly from Outlook.

- New – New & Reply email window now supports emails being added directly to Method and sent in a single click!

- New – Address lookup added to the new & reply email window support the ability to look up addresses directly from Method and auto insert into the To, CC and BCC. No need to switch windows to lookup an email address! Can’t find the address you’re looking for? Add it directly from the Address window.

- New – Send any email from Outlook directly into Method using the “Add to Method” button located at the bottom of every email window.

- New – Send Outlooks Contacts to Method as a new Customer, Vendor, Lead or Contact.

- New – Bi-directional sync of Outlook Calendar appointments with Method CRM based on the amount of days you specify for the past and future OR sync only a specific appointment with Method from Outlook.

- New – Setup your categories in Outlook’s calendar to sync with Method CRM’s Activity Types and Activity Status.

- Improved – Search capabilities when adding a new activity for a customer, vendor, lead or contact.

Re: We're ready to get started! Method Outlook 2.0 Plug-In

glafollette — Mon, 22 Feb 2010 17:30:33 GMT

Joe,

I just used FF 3.5.8 to download --- worked perfectly. Now we'll see if I can get it to run on my MacBook Pro, runnng Windows 7 -- 64 bit and Ooutlook 2010!! (smile)

gll