Method Community

Hi Karen, I'm assuming the other fields are field on screen?  If so, I would put this calculated field in whatever table/screen this report is generated from.  If you don't need the field on screen, you can hide it.  You can then do the calculations on screen, using the Basic Math Calculation ...

Hi Brian, I believe the simplest way would be to add a top section with a Label field to the portal screens.  In the OnScreenLoad actions set in the Advanced button, you can add an action to put the Entity name into the label, thus showing the client name on screen. If you click Edit on the section, you can adjust the size of the borders ...

Hi, I believe Chad is referring to the "Update field in table" action.  You'll want to use these actions to place a value in the fields before the generate report action, then clear them again afterwards. - Adam

This question came in from Anwar: We want have customer phone number as Customer Lead Name or an auto generated number.  I can see that First name, M.I. and last names make the Lead Name automatically? Hi Anwar, Yes the Lead Name and/or the Contact are automatically generated after entering the last name of the lead using the first ...

Andrew, There is no stock way of doing this.  However, you could customize this by adding a File Attachment field to the ExpReportExpenseReport table.  Then you'd just have to add that field on to the New/Edit Expense screen (ExpReport_EditExpenseReport).  Remember, you'll have to copy the screen first and edit the ...

Ben,  I thought it might be something do to with designing in the July version and trying to login via the June version, but I was able to do that without issue.   Glad its working now.  If it happens again, feel free to give us a shout. - Adam

Hi Andrew, Sorry for the late response.  You can upload the receipts by clicking on the "Upload for Receipt" icon at the bottom of the New/Edit Expense screen.  See the screen below: Hope this helps, - Adam  

To answer your follow up questions: [quote user="Tiger65"]Can the Transaction Sync period be reduced selectively going forward?[/quote] You can adjust your transaction history at any time by going to the syncronization page and changing the settings. If you shorten the range, transactions outside of the range will be hidden in ...

Hi Ben, I've tested this in both Safari's as well and in both I was able to login without issue.  Is this with a custom portal?  If so, could you try with the stock Contacts_Portal and see if you get the same message? - Adam

Ben, We'll certainly continue to work on this.  I'll be sure to keep you posted. - Adam