Method Community

 

Search

Page 5 of 5 (43 items) < Previous 1 2 3 4 5
  • Re: Documents to show up in Contact Portal

    I updated to the August version and logged into method. Went to customize, screens tab and deleted my custom contactsPortal_Home 2 because I wanted to start over from the beginning. After the delete, I did a refresh and created a new custom ContactsPortal_Home(2) page. Went to the customize page, created a new section called Your Documents and ...
  • Documents to show up in Contact Portal

    I want to add a custom grid in the contacts portal to display customer documents like it shows up under the customers tab/documents tab. I have been working on this for 2 days now with no success. What I want my customer to see when they log in: Document name and Document attachment. I only what them to have access to their files with an ...
  • How to get original invoice report back.

    So, I made the mistake of not making a new invoice templet in method report designer&nbsp;thinking it would make a copy like it does in method. I have made some major&nbsp;changes and screwed it all up and cant figure out how to get it back to the original. Please help&nbsp;
Page 5 of 5 (43 items) < Previous 1 2 3 4 5