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I had already added the action steps in OnScreenLoad. Like I said they work when I am logged in as a user, but they dont work in the portal.

k, doing a bunch of screen design today. Ill check out your ideas soon.

No error, the buttons dont register any kind of click. Very Odd. Like I said the buttons work fine logged in as user, just dont work in portals.

I currently use Method with QB Desktop version but I am thinking of moving to online version of QB.   As you know QB online does not allow for the use of Sales Orders.  My question is if I switch to QB online will I still be able to create Sales Orders in Method.  My process now is to create a sales order in method and then when ...

Hi Ben, Yes, you can hide and show tab links in a portal with actions. One way to do it is in the OnScreenLoad action set. On the screen designer, click the Advanced... button in the top left corner and skip to Step 2 of 5: Actions. From here you can choose the OnScreenLoad event. The action you want to use is called Show/Hide Tab ...

Hi Ben, I haven't been able to replicate this.  I put buttons on the bottom to move through the tab links in the portal.  I then created buttons at the top and used the copy action to copy the actions of the bottom buttons.  On your screen, are you getting an error of some kind?  Or is nothing happening? Can you double ...

I've posted the values using CURL and PHP to the server, and it responds with TRUE, however no values are added to the MethodCRM interface? How do I go about Troubleshooting, because the SOAP integration point - e.g. using CURL + PHP with manually constructed SOAP XML - isn't returning any error or other response messages? What now?

taffer10, Mark is absolutely right. If you're interested in trying to perform this customization yourself, I recently wrote a blog post that explains one way you can add price levels to an invoice screen. You can find it here. Hope it helps!  Jason

Hi, When going through a grid, using the filter views to compare two grid values may not work as you won't be able to specify which grid value to compare.  Instead, I have another approach for you. What you could do is create a button that will calculate the difference between the QTY Ordered and the QTY Received and insert ...

I added next /previous buttons to some screens in the portal. I placed them at the bottom of the screen to move through the different tabs I created. These worked great. I then added some new buttons that I placed at the top of the screen that are calling the same action step as the bottom buttons to move through the screens and they dont ...