Re: Remove Balance for customer contact logins?

Method_Valbon — Thu, 15 Mar 2012 16:19:41 GMT

Hi Scott,

Yes, you can customize the portal screens to further limit the contact. Since you know the individual contact who is signed in you should be able to determine if they are the main entity or an additonal Method contact.

One way to determine a contact vs entity is by adding actions on screen load:

1. Assign an action result using value from session >>>Portal- User Record ID.

This fetches record ID of the current portal user based on the portals table. In your case record ID of the contact since your portal is also built off the contacts table.

2. Use that User Record ID to retrieve value from contacts table looking for the field SpecialType.

This will return 1 of the following 3 results:

'Contact' - indicates they are the main contact / entity that syncs with QB
'AltContact' - indicates they are the alternate contact of the entity that syncs with QB
Empty - if it is not one of the above it should return nothing indicating they are a Method only contact.

3. Knowing this, continue to customize your portal screens to meet your needs.

Remove Balance for customer contact logins?

support@aeronomy.com — Thu, 15 Mar 2012 14:41:12 GMT

Hi there,

When I set up additional contacts for my customers to login to my portal and submit tickets/cases they all see the main customer account balance. Is there any way I can disable this feature for certian and/or all users?

-Scott

Method:Classic General Q&A

Re: Remove Balance for customer contact logins?

Remove Balance for customer contact logins?