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Is there any way to make an activity cluster so that when you choose one group of activities, the rest populate in the order that fits best with the business?  For example, if we rec'd a lead and needed to schedule the appointment, then confirm the appointment, then go to the appointment and so on, is there a way that once the first is ...

[quote user="Method_Michael"]When a customer, vendor or employee logs into Method with a Third Party Login (Portal), the screen is automatically filtered to only show records that belong to them.[/quote] I don't remember that happening automatically the first time I created a Portal, has it always worked that way?   They have ...

I am getting an error message when trying to delete Job Items in a Work Order.  It says: Error running query Additional Information Action Sequence Order 1 My first action on the delete button is Delete record from table.

Party time is right...thanks Michael!

Thank you!

Hi Alec, When a customer, vendor or employee logs into Method with a Third Party Login (Portal), the screen is automatically filtered to only show records that belong to them. (The Override Filter by Active Record ID action can remove the automatic filtering placed on a screen). For this particular Vendor do they have any PO's created ...

So after some further investigation I have discovered that the problem is more fundamental than I thought. When I remove all filters of any kind, no purchase orders show up under any grid view. To confirm this, I created a new Vendor Portal screen that is an identical duplicate of our Purchse Order screen. When I'm logged in through the admin ...

Hey Brett, If you try this now, it should work. -Michael

Dawn, Can you give me the exact steps you took to create this transction in the order they took place, that way I can test the exact same steps on my account and see if I get the same results. -Michael

 Michael - I did check Waiting for Sync Approval before I clicked Save.