Method Community

Thought I added a report to my customer screen. Report called Lead sheet.  The screen says it was published but the report does not show up.   Also did not see the prompts where I can indicate what records to process. Thanks MIchele

I have set up several leads in Method.  Currently I am creating estimates directly in QB.  Since the 'lead' was not in QB when I created an estimate I also created a 'duplicate' customer.  The only thing I can think of to work around this is to go to Method and update the 'Lead only' or 'active ...

Thanks Ryan.  I understand the issues and can work with them.   Look forward to your info on the pictures. MIchele

Also tried sending out the template as an activity - send email.  Can't find the SEND button.-  I see now that I need to Save and complete. Have been able to send out emails from individual activities.  I have a picuture imbedded in the email.  The first couple tests I sent out retained the picture.  Now when I click ...

I am trying to get up to speed quickly on this and got stuck. First I am finding 'fill list with' extremely slow.  I am asking for 'is active" - "lead statusonly".  I have been calling it then working on other stuff until it populates.  Is there something I can do to speed it up?  also can I stop a ...

Hi Amanda This is the message I get after reset "computer ..." and full sync - The Method Integration Engine on your computer is currently disconnected. No synchronization can be performed until the Method Integration Engine connects to the server. Michele  

My computer died and I had to purchase a new one and move all my apps over.  What can I do to restore the sync? Tried to de-install and re-install and something is still wrong.  Getting this message. Method Push™ status: Disconnected on 0.0.0:0 since 9/28/2009 2:35:35.   Thanks   Michele

 Amanda Thank you this did work and the Outlook integration is working on my laptop. Michele  

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 ...