Method Community

Try it now.

Kevin - looks like you got the right idea.  If you want to stop the user from having the ability to make changes, remove the 'Save' button.  Don't want them to be able to see another customer's information? Remove the filter option from the 'Customer List' grid.  As the developer of the application, the ...

A flowchart visually illustrates the steps in a process.  When you display a process in this manner, you can quickly point out bottlenecks or inefficiencies so that the process may be streamlined or improved. When creating your applications using Method, a flowchart can also act as a "to-do" list for your application.  ...

But, they can still search and see other accounts.  So what will happen if I remove the customer list and only have the account information?  Lets try that.

No "Read Only" option is available however..........You CAN remove the "Save" button.  That way no changes can be saved. In other words, it will be "Read Only"...... Cool eh?

I have created a new tab called "Portal" and also created a copy of the customer screen.  However, I cannot find anywhere in the screen setting to change it to "read only" or similar.  I need another hint.

Flow chart?  Whats that?

It won't be a problem Kevin.  Method knows which database you last sync'd with.  To check and see that it is the proper database.Login to Method. Click the QuickBooks tab. Click the Synchronize link. Under the  'Edit  synchronization preferences', it will list the QuickBooks file that you have setup with your ...

Sounds like you'll be creating a flow chart.  It's the only way to see where things will be going from point A - B.   I'm positive you'll get the hang of it.  Although, it is a totally different way of thinking.  

You hit the nail on the head Kevin. You would have to create a that does not allow changes to be made.  That way, when a user logs into their account, that is the screen that they see.  Not the current screen that you are showing.