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Hey Mike,
The Order Form is that just on screen field/objects?
If it's field/objects on screen (e.g. text input fields) then you can use the 'Set Color For Field/Object' Action. The SQL should be only for changing colors in the Grid.
First you'll need to retrieve the QOH for the Item your Customer chose. That will require ...
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Hey,
If you do have full permissions you should be able to change the Starting Screen to point to the Copied (LastName-sorted) you created.
If you turn on the MethodSupport User I will be able to login to your Account from my end. Head over to Preferences > Users > Show Inactive Users > MethodSupport > Active after that ...
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Hi Conner,
If another QB file is open that will not cause any problems. The Method Sync Engine only connects to the QB file that's listed under QuickBooks > Synchronization in Method.
- Mortaza
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Hello,
Are these errors happening on the stock ContactsPortal_ReceivePayment screen?
- Mortaza
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Hey Mike,
You cannot change the color of the Name field for the Row on Grid using the 'Set Color For Field/Object' Action.
What you can do is use an Override SQL query. You don't need to use any Actions. You will go into Advanced options for the field Name on Grid add the query. For your ...
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Hey guys,
Updating our thread here, Sales Order has now been added to the Opportunity App Ribbon.
- Mortaza
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Instead of removing the fields from the Grid, go to Advanced options on Step 2 of 9 for those fields and check
Hidden when screen first loads?
That should hide the fields on screen.
Try that and let me know if that works for you.
- Mortaza
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Hey,
It will affect what the Amount for your LineItems will be. The Amount column is a calculated field that uses those columns to display the final amount.
Please take a look at THIS thread for more information.
- Mortaza
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Hey,
If you wanted to change which screens the Tablinks open, headover to Customize > Tabs > Contacts Portal > Edit Tab Links
In there you can change the 'Opens Screen' to the customized one you have created.
If you follow these steps and still need assistance, please give us a call on the Method support line at ...
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Hi,
If your Customers access the Portal link from your website you can update the link you have currently to the one that is given to by navigating to:
Customize -> Portals -> Get sign-in page web address... (on the new Portal you created)
Copy the URL that is provided.
Or if they come from an Email that is ...
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