Re: CUSTOMER PORTAL

Method_Justin — Thu, 15 Jan 2015 14:44:39 GMT

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

Customer Portal

William — Wed, 14 Jan 2015 22:44:02 GMT

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

Method:Classic General Q&A

Re: CUSTOMER PORTAL

Customer Portal