Community Webinar 23: Method Outlook Plug-In 2.0

Method_Danny — Tue, 20 Apr 2010 14:07:00 GMT

On Wednesday, April 21 @ 1:00pm EST, Ryan Bell will be kicking off our next wave of webinars starting with a walk through of our new Outlook Plug-In 2.0. Learn how to add new leads/customers/vendors/contacts, create and update opportunities, save emails directly to Method and sync calendar appointments using our bi-directional sync. Plus, learn how to maximize the use of categories in your Outlook calendar.

This webinar will take place live but also be recorded and posted as a comment on this blog entry. You can also access a complete list of our webinars by clicking here.

To register for this webinar, click the following link.

https://www2.gotomeeting.com/register/827113154

Cheers,

Danny Do Couto
Method Integration

CRM Activities on an iPhone

Method_Danny — Fri, 19 Mar 2010 15:56:00 GMT

Last night I was enjoying the spring like temperatures here in Toronto and decided to take a stroll with a friend and meet up at a local hangout. While there, I quickly looked at my iPhone to check my calendar and see how my Friday was looking. What I loved was the fact that I could see all my scheduled activities, including phone calls and meetings for Friday that were synced from Method to Outlook and over to my iPhone. It dawned on me at that exact moment that I had to share this with the Method Community.

Method CRM Activities appearing on an iPhone

My iPhone is connected to our local Exchange box at the office so all my appointments from Outlook already get pushed onto my iPhone. Now that I am using our new MOPI (Method Outlook Plug-In), my appointments from Method get brought over without me thinking twice about it. Check this out:

Here is an appointment that I have in my Outlook calendar. I’ve taken full advantage of categories so “Yellow” means it is “In Progress” and “Black” means “Meeting”.

When I open up my calendar on my iPhone, I can see my Outlook appointment, including who the appointment is for and a contact number.

If I check out the appointment details, I can see all the goods on what this appointment is all about including comments, the priority and a number where Mr. Jackson can be reached.

If I need to get a hold of him, all I need to do is select the number with my finger and it dials the number.

Voila! How cool is that?! Yes – I am an iPhone lover.

Have a great weekend

Danny Do Couto
Method Integration

Blog : MOPI

Community Webinar 23: Method Outlook Plug-In 2.0

CRM Activities on an iPhone