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File Sharing Client Portal

Last post 12-02-2010 12:02 PM by LaCrews. 1 replies.
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  • 12-02-2010 11:58 AM

    File Sharing Client Portal

    Here's a question from one of the linkedin groups.

     

    Client Portals

    Is there a file sharing option for the client portal? I would like to upload tax returns and supporting documentation to a secure portal for clients to view, print, etc.

    Mark Crews
    Cloud Consultancy
    Principal and Developer


    • 2012 MethodCRM Partner of the Year

    • 2012 MethodCRM Community Excellence Award

    • 2011 MethodCRM Community Excellence Award


    Visit our website to find out about our training, support, and customization services.
    website: cloudconsultancyllc.com
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  • 12-02-2010 12:02 PM In reply to

    Re: File Sharing Client Portal

    Answer

    This is the followup inmail thread.

     

    Chris

    Glad you figured out the opportunity issue.

    Posting a link is really simple. Anywhere you have a field that is set to display the html editor (like the comments on the activities screen) you can paste in a link.

    Hope this helps

    Mark

    Also, I hope you don't mind but I'm going to post this thread on the method forum.



    On 12/01/10 6:37 PM, Chris Farmand, CPA CITP wrote:
    --------------------
    yes,
    I use google docs and dropbox.
    The secure server option sounds doable, I am just missing how to post a link on Method and have it link with my server. While I have you here, when I go to add a opportunity, I get a error message telling me that "customerref" field must be present and filled out. I can't find that field to save my life.
    Thanks

    chris


    On 12/01/10 5:54 PM, Mark Crews wrote:
    --------------------
    Chris

    Do you use google docs or any other type of online storage?

    Mark

    On 12/01/10 5:38 PM, Chris Farmand, CPA CITP wrote:
    --------------------
    Mark,
    Can you elaborate on you secure server suggestion?
    Thankks

    Chris

    Mark Crews
    Cloud Consultancy
    Principal and Developer


    • 2012 MethodCRM Partner of the Year

    • 2012 MethodCRM Community Excellence Award

    • 2011 MethodCRM Community Excellence Award


    Visit our website to find out about our training, support, and customization services.
    website: cloudconsultancyllc.com
    blog: cloudconsultancyllc.com/blog/
    ph: 434.326.1601
    e: support@cloudconsultancyllc.com

    What is Method?
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