Method Community

Michael Thanks for the responce.  When I needed to make a report in Access, i made a query up and based the report off new the table. (Im letting you know how im thinking about making reports up) Is there a query in Method that I am not seeing that can collect the data off a grid and then store that as a value so the report can use that ...

pdirect, If you go to Customize > Portals, do you see any Portals listed there that list Customer Portal as the tab? If you do that is what the error message is referring to, deleting the portals that have the Customer Portal as the tab should allow you to delete the tab. -Michael

Hi John, When you store a value in an Action Result it is only local to that action set. So if you store 123 in an action result in button 1, once button1 is done doing its thing the value in the action result is cleared. If you want to store a value that is outside the scope of just one control (Button, Text field, drop down, etc...) you can ...

pdirect,  [quote user="pdirect"]Yes, you are right.  It is set to none.  Although this should not be the default when it's installed.  Everything should be selected and then I can change it to none if I want.  Now I need to go back and correct this on all the machines where I've already installed the ...

John, Web forms are free   . If you have any issues with web forms you can post questions here , since it is still in beta. -Michael

Ok..I am starting to see the ways of how Method actions are playing.  I am looking at the Field services Print/email work order section and learning how your taking the information from that grid and printing work orders. outher than my head feels like pepsi will take care of that. I do have a question about actions.  If I am saving ...

Oh, and one more suggestion.  What initially brought my attention to this issue was the fact that all of the default system templates needed for the customer portals show up in the template list.  But it would be best if these "system" templates were not showing up for specific users.  It makes the template dropdown box ...

Also, when I go to delete this customer portal tab, I get the following message. But I don't have a third party portal screen link. There is a third party portal setup to access this tab. Please delete this tab setup under Customize > Third Party Portal screen.   

Thanks for the clarification.  I still think customer portal is a name that makes sense, but contacts portal doesn't (without a more thorough explanation).  It would be nice if you had a name for the new one that made sense to our customers and staff.

pdirect - Customer Portal - one user name and password per QuickBooks customer.  It is also pretty darn ugly, and built using the original design features available on the initial release of Method a couple years ago.  Contacts Portal - one user name and password per contact (since a QuickBooks customer can have many ...