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take a look at my home screen
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That's great. Good to hear. :)
- Adam
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Hi Willy,
I removed the URL you posted as it shouldn't be shared publicly since it hold information specific to your current Method session. Are you talking about an email template or your Home Dashboard that you're taken to when you first login to Method?
- Ashur
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Willy,
What didn't work? Did the link not take you to the right portal screen? Was there no link? All you have to do is change the highlighted part to the screen you want from the dropdown box. There should be two actions to "Create Short Method URL". You probably want to change the first one.
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Adam,
I added the AccountType field to both the InvoiceLine table and the SalesOrderLine table and now it is working correctly again.
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Method_Ashur - Removed the URL.
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It didn seem to work. What do I fill in here?
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How do i do this? Is there an automatically generated link?
Portal Link
When writing your email template, you may want to include a link to the contacts portal. Why is this useful? Imagine sending out a a mass email to contacts with overdue invoices. Rather then having them type in the address for your portal to ...
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I suppose it would depend on how many customers are duplicated, and how much information is different. If its a couple of quick updates to a couple of customers, doing it inside Method might be easier. The more records and info, exporting to Excel might be the better route.
- Adam
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Hi Shane,
Right now the ability to hide is enabled for Tabs, Tab Links, and buttons. So objects such as Text fields will not have this enabled until we release the new version of our screen designer next year.
- Ashur
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