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  • Re: Report Date Won't format correctly

    Hi BartH, This change can be made through the Property Grid&nbsp;&gt; Text &gt; Format String section as well. When making your change was the {0: &nbsp; &nbsp;} brackets and the 0 still available? Was the SalesOrder.TXNDate&nbsp;field selected when you made the change or was the Date&nbsp;label checked. - Sam
  • Re: Report Date Won't format correctly

    Hi BartH, Are you changing the format for the right field? In report Designer you will need to click on the little arrow on the upper right of the field just below the Date Label titled SaleOrder.txnDate where you can set the Format String. - Sam
  • Re: Process Time for Generating Reports

    Hi James, Thank you for bringing this to our attention&nbsp;we are planning on improving the report generating speed in the next version of Method. - Sam
  • Re: Opt Out Of Marketing

    Glad to help if you can also alternatvely use a more quicker method by Exporting your Contacts&nbsp;table and in the Advanced Script&nbsp;section&nbsp;add in the following&nbsp;IsOptOutOfMarketing=&#39;True&#39;&nbsp;for Filter with Script. - Sam
  • Re: Opt Out Of Marketing

    [quote user=&quot;Method_Samreen&quot;] You can do this by going to the Campaigns&nbsp;tab &gt;&nbsp;List Builder&nbsp; Here you can for Step 1&nbsp;: select&nbsp;Fill your list with Contacts In the screen presented make sure to check the Opt-out of marketing&nbsp;and all other relevant options that apply and click on Insert ...
  • Re: Opt Out Of Marketing

    Hi angie, You can do this by going to the Campaigns&nbsp;tab &gt;&nbsp;List Builder&nbsp; Here you can for Step 1&nbsp;: select&nbsp;Fill your list with Contacts In the screen presented make sure to check the Opt-out of marketing&nbsp;and all other relevant options that apply and click on Insert Contacts.&nbsp; Once you have a populated ...
  • Re: Email Signature

    Hi Jonsturm34, This would depend on if the e-mail template that you are using is your own created from scratch or based on one of our stock templates. If the e-mail template is from one of our stock templates then you can use the Merge Fields feature to pull in your signature easily by using Users.EmailSignature. If your e-mail template is ...
  • Re: Linking Leads to Customers

    Hi Matt123, Can you provide a little more clarification on how this process is working for you? So if a Lead purchases the product from an existing customer do you make a percentage of the sale which you would like to track or do you just require the information of which customer sold a product to a lead? - Sam.
  • Re: Convert to customer

    Hi Marcelo, Can you please provide us with some screen shots one from the Lead Screen showcasing a Lead&nbsp;information and one from the Customer Screen of the same lead&nbsp;when he or she&nbsp;is converted to a customer. - Sam
  • Re: Activities or Tasks template

    Hi Malcolm, I would recommend that you download our Method Field Services app which will greatly aide you in this. In order to download the app in Method you can go to&nbsp;Customize &gt; My Account &gt; Add Apps from the Method Application Library &gt; Method Field Services. &nbsp; In Field Services you can create a Recurring Job with ...
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