Method:Classic General Q&A

Re: Pointing to custom sheets For Portals

Pioneer_Feed — Fri, 17 Jul 2015 13:14:25 GMT

Got It,

Thanks!

Re: Pointing to custom sheets For Portals

Method_Morty — Thu, 16 Jul 2015 17:42:28 GMT

Hey,

If you wanted to change which screens the Tablinks open, headover to Customize > Tabs > Contacts Portal > Edit Tab Links

In there you can change the 'Opens Screen' to the customized one you have created.

If you follow these steps and still need assistance, please give us a call on the Method support line at 1.888.925.6238 x 2 and we'll be happy to take a look with you over a screen sharing session.

- Mortaza

Re: Pointing to custom sheets For Portals

Pioneer_Feed — Thu, 16 Jul 2015 16:14:50 GMT

Hi Mortaza,

I may be being a bit slow here,

I made a copy of the two screens I want to change, one of which is the ContactsPortal_Home page (my version is ContactsPortal_Home(2)), then edited the copies.

I tried to create a new portal that points to my new portal hompage so that I can get the URL as you suggest, but I cannot see any way to use my new Home page as the link.

Am I missing Something?

Re: Pointing to custom sheets For Portals

Method_Morty — Thu, 16 Jul 2015 15:50:07 GMT

Hi,

If your Customers access the Portal link from your website you can update the link you have currently to the one that is given to by navigating to:

Customize -> Portals -> Get sign-in page web address... (on the new Portal you created)

Copy the URL that is provided.

Or if they come from an Email that is being sent out from your Method account, you can update the hyperlink on the template being used. Head over to Home > Email Templates - choose the template being used and update the hyperlink within the Body with the URL from Get sign-in page web address...

- Mortaza

Pointing to custom sheets For Portals

Pioneer_Feed — Thu, 16 Jul 2015 13:59:32 GMT

I have made a slightly customised version of the Customer Portal sheets, tailored to our company, but I cannot see how to point the portal to this version instead of the default one. (If this is possible of course!)