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I wouldn't necessarily use the text change event, you don't have to create those actions within your object. You can use other objects or even the screen events themselves, i.e. OnScreenLoad. - Ashur

Hi Willy, In order to change which default tab link customers are sent to you must make a copy of the stock CRM_ListBuilder screen and customize it, then modify the specific actions in the Process button(s) which are related to the portal link. The link urlforportal is just a placeholder until the actions in the Process button(s) work their magic ...

I am trying to get a link in my email to contacts contactsPortalQBO_Home

Mario, I'm glad you got it working.  A couple of things to note.  Right now you are hard coding the link to the document.  When Method releases a new version, that link may change and therefore won't pop up the document.  If you can, try to have your actions get the link (that's what is stored in the document ...

Adam, Clicking Finished Editing Fields in the SalesOrderLine table now works correctly. In Pro Services when I select a budget, I am now getting the error: Could not find field 'AccountType'. Additional Information Action Sequence Order:76 As far as i can tell, this action is action 33 on the refresh button under the summary ...

New Method User Group starting for Non-MSPs in January 2013 James Baker and I are starting a new Method User Group in January. If you are a Method user and not an MSP and want to network with other Method Users and learn, please send me a message or email to join. We’ve asked MSP's not to join because they have their own user groups ...

OK,  I reread your instructions and tried one more thing and it worked.  Here is what I ended up with: Start Conditional Statement – This looks at the “Manufacturer”  field on my screen in order to retrieve a document unique to the manufacturer shown.           ...

Adam,  Not sure if there is a step missing, but I keep getting an error –  403 - Forbidden: Access is denied. You do not have permission to view this directory or page using the credentials that you supplied. I am the administrator on the account. Here is what I have done: Start Conditional Statement – ...

Ashur, I have created a text change event with a retrieve from table action but nothing is being displayed... Current settings: From Table: Customer From Field: Email Where Field: Email value is: Value From Row Place value in: Value In Screen EMailDisplay (my textbox object) I'm still not certain how the 'How will this record be ...

Matt, Dev did a regen for you right at close on Friday.  Can you confirm if this fixed the issue. - Adam