Method:Classic General Q&A

Re: I want to delete a customer login

Method_Greg — Mon, 10 Feb 2014 14:28:47 GMT

Thanks Fran for posting. Your idea is a good one and is a fairly straight-forward customization.

- Greg

Re: I want to delete a customer login

fran — Sat, 08 Feb 2014 20:10:34 GMT

Sandman

Greg and Ben's ideas are great. One of the first customizations I do for a client is to add the Portal Name and Password to the Contact screens. And to add a special screen using the Conatacts table, just to manage Portal User Names and Passwords. Makes it much easier to manage the process and it gives you the ability to Preset Portal Names if you choose to do so.

Re: I want to delete a customer login

Method_Greg — Fri, 07 Feb 2014 15:08:45 GMT

Hello Sandman,

I have looked into registration in Portals and how people register. There is no Portal login table or checkbox that says they can log in. It's all managed simply from the Contacts table. I see you posted yesterday and Ben gave a suggestion to put the PortalUserName on the screen. You would do the same thing here. You can have a screen that only you could access that would manage contact's Portal Username and passwords. Erasing these two values for a contact would not allow them to login. You can also do an import update to the Contacts table. It's trickier and more dangerous, but it can be done.

It looks like there was a way to manage this a couple of years ago, but was taken away in screen updates.

- Greg

I want to delete a customer login

Sandman — Fri, 07 Feb 2014 12:53:09 GMT

I have a customer that wants to deactive there portal. They do not want to have access to there account anymore online. How do I delete there Username and password?