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  • Not Seeing "Follow-Up Comments" Field When Scheduling a Follow-Up

    When I schedule a follow-up to an activity, I'm not seeing the field to enter follow-up comments. This is also true when Adding an Activity from Outlook - no field for follow-up comments. Any ideas what the problem could be?
    Posted to Forum by d.weigle on 07-04-2012
  • Outlook Integration Not Working

    I have installed the latest version of the Outlook Integration plugin on a Windows 7 computer running Outlook 2010. When I open an appt. time slot in Outlook and click the add to method button and go through the steps to create an activity, the method tags do not show up in Outlook like they do in Webinar...
    Posted to Forum by pdirect on 02-16-2011
  • Outlook Integration

    Do activities entered using the Method html pages sync back to Outlook (usin the Outlook Integration app) or do activities only sync from Outlook to the method html pages? i.e. is the sync bidirectional? I don't see the activities syncing from the web to outlook, but I wanted to make sure this was...
    Posted to Forum by pdirect on 02-07-2011
  • Where Can I Download the Outlook Integration?

    It shouldn't be this hard to find, but where can I go to download the Outlook integration?
    Posted to Forum by pdirect on 12-07-2010
  • What Permissions Are Needed for Outlook Integration?

    When I setup a new user, I add the option for all tables to be accessed that are needed for Outlook Integration. However, it doesn't seem like I want these users to be able to Add or Edit fields. Is it ok to uncheck the permissions for adding and editing fields if I want a user to be able to use...
    Posted to Forum by pdirect on 12-07-2010
  • outlook integration - could not log into database now only 1 try remaining!

    WTF iz habbnin! - i'm trying to add an email to method and i started out w/ 5 trys remaining. i've ensured another user in method, and in outlook, i've selected this users email and want to add it to method. but.... won't connect w/ data and so, i'm done doing any integration untill...
    Posted to Forum by chrismyrs on 11-07-2010
  • Re: me not see "setup button in toolbar" re outlook integration

    i found in another post - http://www.methodintegration.com/cs/forums/t/234.aspx?PageIndex=2 - that there were some things neede for the outlook 2003!
    Posted to Forum by chrismyrs on 11-07-2010
  • me not see "setup button in toolbar" re outlook integration

    Hello- i did the sync w/ our quickbooks and that was great. however, even w/ ok for my user to use api in 'step 5', tho i downloaded and installed the old version of the outlook plugin... i don't see any "setup button" so i'm not getting the new buttons in outlook (outlook 2003...
    Posted to Forum by chrismyrs on 11-07-2010
  • E-mail Set-up Error - Sequence:31

    I am new to using Method and am having trouble setting up my e-mail preferences. I have read the posts on here with regard to this setup process and have successfully set up and sent e-mails using gmail, but I would prefer to use my firm's outlook account. The error I receive when trying to send...
    Posted to Forum by Lynn on 06-21-2010
  • Re: Email Integration

    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...
    Posted to Forum by Michele on 09-06-2009
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