Method Community

Hi Abbie Sherman, The field in the customer table that indicates if a customer is a lead or not a lead is the "IsLeadStatusOnly" field. Are you exporting this information out of Method and importing it into another program or are you using our Report Designer to create your report? Ronen

@csmp - can you please try the January version again today and see if the issue is resolved for you? In situations where there are a gazillion tabs and/or tab links that stretch beyond the screen width, we now nicely wrap them into a "More" tab or tab link. Paul

John M - Can you please let us know if the issue is now resolved for you on the January version? We now include a "More" tab at the end that lists all the other tabs (or tab links) that couldn't fit on the screen. Paul

 MisterBill- This forum post HERE may help out further. -Michael

I have 3 telemarketers that use the system on a daily basis.  I have recently entered 4,000 leads into the system and would like to find the best way to daily assign to each telemarketer 75 new leads to call daily.   What is the best way to achieve this goal?  

The send email action supports more than one PDF attachment.  So you're in good shape. Paul

Hi team, I haven't gotten into the nitty-gritty of the action lists yet, I'd just like to make sure what I want to do is possible in Method before I get designing. I found a post from Paul (here) where he says: "Attaching an PDF to an email is easy.  You would just use a Generate Report action, immediately followed by a Send ...

Ronen, I had been thinking about this in a different way, and wanted to reply to this thread and ask if there was any background logic that would prohibit using the same lead status values in this manner.   Our company generates leads from several sources, but must verify them based on territory. My plan was to bring in new leads as ...

Hi lpierpont,  Are you looking at an original screen or are you looking at a customized screen? If it is an original screen, when you select an activity from the gird, it will open an individual acitivty. When you finish that activity, you need to make sure that you change the Status of the activity to completed above the area where you ...

Ah! I was unaware that I needed to add a gateway for each card type. My intuition told me that one gateway for all of our customers would be the way. Anyways, it looks like I fixed it. I will chime in again if something breaks.  Thanks, Aaron