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estimates and customer portal

Last post 05-20-2011 3:10 PM by John M. 1 replies.
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  • 05-20-2011 2:58 PM

    estimates and customer portal

    Reply Contact

    Greetings.

    I made up this slick etimate report that has phases collums and such. I customized all the buttons to this new report.  When i send this to customer portal, i get a different estimate report.  How can i change this to my new estimate report?

    Thanks, John M

  • 05-20-2011 3:10 PM In reply to

    Re: estimates and customer portal

    Answer
    Reply Contact

    Idea  Awww the wisdom of Method came to my mind. You guys are good.

    Customize>Customer portal transactions>Grid>Show PDF> look in actions for "if Estimate" then change the show PDF to the desired reprot.  Works great. Thanks

    John M
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