Method Community

[quote user="LaCrews"]They don't have a choice.  Which version are they using?[/quote] Just posting back to confirm that they don't have a choice, they'll always end up at the live version of the site unless you modified their portal link somehow. ~C

First, all my Customers are Businesses; this list is showing all of my contacts for each business, How do I make a change to this list to show only the Business name  and not show the contacts unless I go to the Customer account?   

[quote user="LaCrews"]Which version are they using?[/quote] Since they don't have a choice it should be taking them to the live version of our site.  I'll confirm for you. ~C

[quote user="Blake C"]For instance, is there a way to Preview records by filtering certain fields?[/quote] Not to my knowledge, I was reviewing the property grid for additional options but I could only find the number of rows setting. ~C

Thx. I should have been more specific. I'm looking to filter data for the Preview, not merely constrain the number of records. For instance, is there a way to Preview records by filtering certain fields? A WHERE clause, basically. Thx

[quote user="Blake C"]Anyone doing automated web UI tests against MethodCRM?[/quote] We here at Method use the product extensively before it hits the stage version for each release cycle.  At the staging cycle we allow customers who want to see the latest and greatest features of Method in so they can see what ...

When a new version of method is released in the staging site what happens to a portal user.  They don't have a choice.  Which version are they using?

[quote user="Blake C"]Any way I can constrain/specify the test dataset the Preview is based on when working in the Report Designer?[/quote] You can definitely constrain the data to a set number of rows as an option under the property grid. ~C

[quote user="AutumnW"]I look forward to hearing your thoughts.[/quote] Hi AutumnW, there are no plans to add this feature in the immediate future but you can definitely build in something like this yourself by looking at the save & email functionality on the Invoices screen. ~C

Any way I can constrain/specify the test dataset the Preview is based on when working in the Report Designer? Thx BC