Method:Classic General Q&A

Re: Portal issues

Method_Justin — Tue, 27 Jan 2015 19:45:44 GMT

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. You'll most likely want to add this label to your Recent Transactions screen.

- Justin

Re: Portal issues

edward — Tue, 27 Jan 2015 19:30:58 GMT

and where would i go to do this change?

Re: Portal issues

Method_Justin — Tue, 27 Jan 2015 19:07:55 GMT

Hi edward,

Since pop-up blockers are client-side applications/plugins, it's not possible to avoid them server-side (through Method). Basically, it depends on the user's applications and settings and not on the website's. You'll have to advise your customers of this, perhaps by placing a text-label near the view PDF button explaining that they'll need to disable their pop-up blocker.

Hope this helps.

- Justin

Portal issues

edward — Tue, 27 Jan 2015 18:46:21 GMT

I am having issues with customers/leads to where they are having issues viewing their estimates/invoices. Is there a way to avoid pop up blockers?