Method Community

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 ...

I'm not attacking, I'm critiquing.  And it should help if they're listening.  And I'm not going to argue, but this is NOT about permissions.  Have you used scheduled reports yet?  These reports only show up for the assigned user.  That is how the templates are supposed to work as well or there is no point ...

I did read the points =).  I actually read a lot of your posts when I got started and think you have a lot of cool ideas.   What you are talking about IS permissions though, to an extent.  If you want to be able to "assign" a template to a user and not have other users see it, that sounds like permissions to me. ...

Can someone please provide a brief overview as to the target audiences of each of these portals and compare/contrast?  The name "customer portal" makes sense to me but "contacts portal" does not.   

Umm, I guess you didn't read the 4 points I mentioned.  My comments had nothing to do with permissions.  I was simply referring to the email templates, not the screens.  The screens aren't assigned to users, but reports and email templates are assigned to users.  So if I have the ability to assign something to a user ...

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 Outlook integration plugin. I will also add that ...