Search results by user ID 6529

Re: Outlook Add-In Error: Failed to Install Cetificate

ben9 — Fri, 22 Aug 2014 00:01:16 GMT

I added methodintegration as a trusted site in IE. The level is set to medium.

The add-in now installs, but does not appear in the toolbar of outlook. This may be due to the fact that the user is a member of a domain, but the administrator is a local administrator of the computer. The domain administrator cannot install on this computer it seems.

When logged in as a local administrator, the plug-in does appear in the tool bar of outlook. But not when logged as a domain user on the same computer. What do you think is a solution ?

regards Ben

Re: Outlook Add-In Error: Failed to Install Cetificate

ben9 — Thu, 21 Aug 2014 17:48:17 GMT

Hi Mike,

I have the same problem.

Tried the suggestions you made, but still "Failed to add methodintegration to trusted zone"

Is there anything else to try?

Re: Find Estimates containing Specified Item

ben9 — Mon, 11 Aug 2014 21:04:26 GMT

Thanks Greg! I followed your steps until "THen have a 'Go To Screen' ..." , and then the rest is not clear to someone new to Method CRM. So now I'm busy wading through the documentation and webinars.

When I finished that, I hope to complete your instructions. Regards.

Find Estimates containing Specified Item

ben9 — Sun, 10 Aug 2014 03:15:07 GMT

Hi, Knowing a particular item name, how do I find all the records, such as estimates, documents, etc of that particular item?

Obviously useful when you want to see all the past quotes for something you are selling.