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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 ...

Hello,     I am looking for some clarification.  Is this to do with the Portal link or the Opt out of marketing and the List Builder?   What instructions are you following to paste the links? - Greg

I have followed the instructuions to paste the links and they dont seem to work

Hi Sandman, I know Method does plan to add eCheck processing to more Payment Gateways in the future, however at this time we are not able to offer any ETA on this.  When we are able to offer additional ECheck options, we would note this addition in the Release Notes area of our website, you might want to periodically check ...

Will Method be adding any other Echeck processors in the near future?