If you are running multiple Method accounts or a Multi-Tenancy account, you may be looking at the wrong account! Ensure you're connected to the Company Account where your customer can be found, using the correct credentials, then conduct your search again. Why can't I find a customer I know exists in Method?
OUTLOOK FOR MAC CRM PLUGIN INSTALL
When I try to install the Plug-In, I receive this message: "Customized functionality in this application will not work because the certificate used to sign the deployment manifest for Method Integration Outlook Add-In or its location is not trusted." What do I do?ĭepending on your User permissions/GPO settings, you may encounter a problem when trying to install the Outlook Plug-in. If you are using an online version of Office, please see this documentationfor steps to configure your online version for desktop use. The Plug-In is designed for desktop applications only.
What if I am running an online version of Office, like Office 365? Can I still use the Outlook Plug-In? The plug-in is designed only for PC, so Mac users would have to use a virtual desktop like Parallels, even if they are running Office for Mac. Is there an Outlook Plug-In for Mac users?Īt this time, there is no Outlook Plug-In for Mac. No, the plug-in is only compatible with Outlook 2007 and later.
OUTLOOK FOR MAC CRM PLUGIN HOW TO
The following are some common questions our users have reported while using our Outlook Plug-In and how to address them!Ĭan I use the Method Outlook Plug-In with Outlook 2003? How do I import contacts from Outlook to Method? Why are emails sent through Method not in the Outlook sent folder? The plug-in vanished from my Outlook toolbar Why do plug-in appointments look different? I receive a Method API error when searching or editing settings I can't find a customer I know exists in Methodĭoes the plug-in capture email attachments?ĭoes sending an appointment to Method start a sync? Sections Can I use the plug-in with Outlook 2003?ĭoes the plug-in work for online versions like Office 365?Įrror message when installing the plug-in
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