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I am looking for some guidance in setting up a knowledge base for clients to access through a portal on my website. Can anyone direct me?
Thanks so much!
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Hi John,
So when you're creating a job site in Method it doesn't work? You have to manually go into QBO and enable the sub customer option? I am unable to replicate this issue. Created a sub customer in Method and performed a Full Sync, went to QBO and it shows correctly as a sub customer.
- Ashur
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Greetings,
Property management co that has 4 properties. I have one customer as the office then i have 4 customers that are the job sites
For the job site customers i check the box and choose the office customer or main customer. Been doing it this way for ...
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Additionally are there other users who need access to specific vendors as well or will there be in the future?
- Ashur
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Hi Annette,
Is this user only going to have access to these 8 vendors and not have access to the other current vendor, basically will this list be static or need to change over time?
- Ashur
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Never mind figured out. We have just started using system for real. So still learning. Did not realize on long list of items there was next at bottom to see rest of list. Consider this solved.
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Hi David,
Whenever you create your own dropdown list, a new table is created to hold those values, and a screen is automatically created for that table. You can view that screen and edit the entries from there. Please see this post for more information: http://www.methodintegration.com/cs/forums/t/3964.aspx
- Ashur
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Dave,
Through customization, you can have customers view and edit work orders through the portal. There might be quite a bit of customization involved, as you would probably want to filter out options and selections to control what the customer can view and select when adding a work order. We have ...
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Hi all,
Can someone please point me in the right direction to filter a dropdown menu?
For example, I have a setup where a user only needs access to 8 vendors. On the Grid I have a custom filter to show only those 8.
This user also has access to create a PO, but only for those 8 specific vendors. That is where I have the problem - the dropdown ...
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Is there a setting or reason my full inventory list would not be coming over to method from Quickbooks? I have done full sync etc but only some of my items that are in QB show up in method?
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