http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/4205.aspxThu, 02 Dec 2010 18:02:36 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:4205LaCrews0http://forums.method.me/cs/forums/thread/4205.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=4205<p><b>This is the followup inmail thread.</b></p> <p>&nbsp;</p> <p><span class="text">Chris <br /> <br /> Glad you figured out the opportunity issue. <br /> <br /> Posting a link is really simple. Anywhere you have a field that is set to display the html editor (like the comments on the activities screen) you can paste in a link. <br /> <br /> Hope this helps <br /> <br /> Mark <br /> <br /> Also, I hope you don&#39;t mind but I&#39;m going to post this thread on the method forum. <br /> <br /> <br /> <br /> On 12/01/10 6:37 PM, Chris Farmand, CPA CITP wrote: <br /> -------------------- <br /> yes, <br /> I use google docs and dropbox. <br /> The secure server option sounds doable, I am just missing how to post a link on Method and have it link with my server. While I have you here, when I go to add a opportunity, I get a error message telling me that &quot;customerref&quot; field must be present and filled out. I can&#39;t find that field to save my life. <br /> Thanks <br /> <br /> chris <br /> <br /> <br /> On 12/01/10 5:54 PM, Mark Crews wrote: <br /> -------------------- <br /> Chris <br /> <br /> Do you use google docs or any other type of online storage? <br /> <br /> Mark <br /> <br /> On 12/01/10 5:38 PM, Chris Farmand, CPA CITP wrote: <br /> -------------------- <br /> Mark, <br /> Can you elaborate on you secure server suggestion? <br /> Thankks <br /> <br /> Chris</span></p>http://forums.method.me/cs/forums/thread/4204.aspxThu, 02 Dec 2010 17:58:30 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:4204LaCrews0http://forums.method.me/cs/forums/thread/4204.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=4204<p>Here&#39;s a question from one of the linkedin groups.</p> <p>&nbsp;</p> <p>Client Portals</p> <p> Is there a file sharing option for the client portal? I would like to upload tax returns and supporting documentation to a secure portal for clients to view, print, etc.</p> <p><img src="http://content.screencast.com/users/mcrews/folders/Default/media/4fc30ba3-dd9d-4e73-837b-61c6033bdbdf/LinkedinConvo.png" width="659" height="593" alt="" /></p>