Method Community

This is the followup inmail thread.   Chris Glad you figured out the opportunity issue. Posting a link is really simple. Anywhere you have a field that is set to display the html editor (like the comments on the activities screen) you can paste in a link. Hope this helps Mark Also, I hope you ...

Here's a question from one of the linkedin groups.   Client Portals Is there a file sharing option for the client portal? I would like to upload tax returns and supporting documentation to a secure portal for clients to view, print, etc.

Paul There's that API word again but I've got a thought that might make this an easy feature to add.  Suppose there was an action set that was tied to the sync engine.  Something like that must happen to generate the QB reports.

Mark - no not yet. I know exactly what you are asking for and why you are asking for it.  We just don't have a "Scheduled Tasks" feature in there.  We use Method ourselves to run our company (suprise suprise)......and what we do is have a windows service as a scheduled task in windows that uses the MethodAPI to ...

Paul, Thanks for your response. I'll think about these questions and get back to you.    

Is there an event that would trigger an action set without a user being logged in?  For example at 6:00 am each day an action set would process and send email regarding a users activities for the day.

I am selected under the login stephen.  That is the only user.

Thanks for the update Steve.  The developers have reproduced the problem and are looking into it.  We'll keep you posted. Cheers, Wayne

Hi - posting this on behalf of pdirect.  Thanks. ******************************************************************************** I realized it shows all of the customers to each person.  But if a rep is only assigned certain customers, is there a way to only show those customers?

Wayne: I am using Internet Explorer 8, as that is the only browser installed on my system.  I do have a co-worker with Google Chrome, so I'll give that a try.  However, I'm suspecting several of my clients and customers are using IE, so I'll be interested to see if we can get this to work on IE. Thanks, Steve