Method Community

 

Customer Portal

Last post 01-15-2015 8:44 AM by Method_Justin. 1 replies.
Page 1 of 1 (2 items)
Sort Posts: Previous Next
  • 01-14-2015 4:44 PM

    Customer Portal

    How do I add a viewable calendar to the client portal ?

  • 01-15-2015 8:44 AM In reply to

    Re: CUSTOMER PORTAL

    Answer

    Hi William,

    The screens for the default Contacts Portal are in the format ContactsPortal_<Name> for QBD and ContactsPortalQBO_<Name> for QBO. They can be found in Method by navigating to Customize > Screens.

    If you'd like to add a new screen for your calendar, you can do so from here. Otherwise, you can copy & edit one of the pre-existing screens and place the calendar on there. Please keep in mind that if you create a new screen, you'll have to add it to the Contacts Portal tab by navigating to Customize > Tabs before it will be visible.

    Once you're in the screen designer, click Add Objects in the toolbox on the left and drag a "Calendar<#>" object over to the right side of the screen.

    From here, click Edit in the top-right of your Calendar object and step through the Calendar Wizard to set it up.

    Once you're done configuring, Publish, Save & Close and view your screen to test it out.

    Hope this helps.

    - Justin

    Justin Henderiks
    Technical Sales Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.henderiks@method.me
Page 1 of 1 (2 items)