Method Community

Method Team, Using the Classic version of Method - if I want to create a form in the Advanced web-to-lead custom forms section, using the customer table as a base.  Can I attach a link to another website in the form?  If not, at the end of the form can you send the back to the original website?   Can I create a pdf ...

Method Team, I have added a checkbox to a screen - when I close out of the screen it does not save the check mark - will save the caption and the box itself but not the check mark.  It is not set to automate the check mark you have to click the box.  My understanding was when I save the screen the check mark should be saved. ...

Method Team, When I go into Method under a user name I was under when doing some customization work I am able to go back to things like recently reviewed tables, etc.  Certain things are saved just for that user.  But now I do not need access to the account until we do another round of customization.  So I want to ...

Thank you very much for your response.  I have not tried this yet on my side but it makes sense. VLocke

Does anyone know if you are in the contacts portal can you customize the portal to access SmartVault and upload documents that will then link back to the company the contact is associaed with? Thanks, VLocke

Thank you for clarifing that for me.

I either read or heard there was a 500 piece limit - I would be fine with me if that were not true - I have not experienced a problem but I have heard about one - maybe something has changed - I just need to know for sure.  Thanks.

Method Team, Are there limitations on the volume of e-mails that can be sent through the List Builder?  If so, is it based on a per run, per date or other bases? Thanks, Vicki

Thanks for your reply Justin. I didn’t think so but it was worth a question.  What if you saved the data to a table – created a report and directed the report to be saved in SmartVault – is that doable? Thanks, VLocke

Method Team, Can you direct a Custom Web Form to be saved into a specific SmartVault folder versus into a table?  The folder the form will be saved to would need to be different for each form, so for every time.  So maybe we could tie the folder name to the applicant's information we are requesting in the web form.  I know we ...