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Hello,     You wouldn't be able to modify the value from an email template you send to customers.  The fields on a template are merge fields.  You can retrieve the data from the database for the templates, but you can not send data back.  What you can do is give the user a link to the portal and have them log in ...

Hi Shaya, I created a case and reached out to you. When you have a chance, please give us a call at 1-888-925-6238 x2 so we can look into this with you. - Adam

James - Glad you found that helpful, I had a bit of a laugh with your post because I had a similar reaction when I found out about this feature too.  Quite a useful feature, as you said, you can email it to yourself as well.  I agree it would be nice if the Action details were included, however at least from a glance you might be ...

Wow.  "Show Summary" is an awesome feature.  I just sent myself a few screen summaries for local reference of custom actions.  I only wish there was a way to get the same for action properties...like all the details for a given "insert record into table" action, for example.  I currently use tons ...

Hi Nebo, You are correct, the LeadName field doesn't show up in the Customers or Contacts tables, if you seeing this value from the New/Edit Lead Screens, note that this is only a label, not the actual fieldname stored in the table.  I am not sure how familiar you are at this point doing customization in Method, but I can give you a ...

  Welcome to the new year, Method users.  Alex here again - documentation specialist and sometime-sidekick to Errol the video guru. For those of you who have been asking (and from what consulting and support have told me, it’s been many of you) I’m pleased to report our next section of documentation is up and running. ...

Hi everyone!    I'm facing the following problem. We are creating APi script for new leads. We do this by importing into cusotmer and contacts table. What bothers me isd the following. I'd like to have a LeadName filled in so combined field in Leads and Contacts List would show them. However I'm not able to ...

One of the options on the Email Action is Attachement Location. From the Edit Document screen use the Value from Screen option, select the Document field. This will then attach the open document to you email. JIm

sending email with list builder this is link to opt out: http://MIurl.cc/KxiSax I need to link to opt out and update there account

My question is about the sync engine (not outlook plugin).  I have the Method sync engine installed on Right Networks (for my Right Networks user).  Method currently is used for only one client.  There is a second client on Right Networks that I need to use the Method sync engine with.  How do I set that up?  Is it as ...