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Hi pinline, You can accomplish this in a couple of ways. 1) Create 2 tab groups with the desired accessible screens (1 for each role) and give each user access to the corresponding tab group. 2) Select the roles that have access to each tab link (screen). This can be done from the Customize > Tabs screen by selecting Edit Tab Links and ...

Hi - how do I set permission on a screen level.  For example, if I have 5 screens in the customer tab (A, B, C, D, E ) and I want users in Role 1 to be able to see only screens A, B, C and users who are role 2 to see only screens D, E - how would I accomplish that? Thanks

Thanks Audisho

Hi Matt, I see what you mean in that there’s really no way to progress through the “steps” showing each as it needs to be completed, but also allow the user to skip ahead by manually displaying a step. As such, I have created a feature request ticket to include an action for toggling the collapsed state of a section. I hope ...

Hi Shanari, The easiest method for accomplishing this would be to add a dropdown field to your Customer table that links to your students (probably your Customer table again). This is your referral field. You can then add linked fields to store the additional data that you need via the dropdown such as the student # and student email. When you ...

Hi Audisho, I'm trying to replicate the Contacts Reports screen from classic where the sections are in tabs and you progress along each step. I'm sure there are other ways I can achieve the desire results, so its no urgent but it would probably be nice to have at some point.

Hi Matt, You can use the Show / Hide Controls action for toggling the visibility of the entire section. Unfortunately, there is no action for simply collapsing the section and having the heading remain visible. Is this something that you need? If you can explain to me why this is a necessary feature, I’d be happy to create a feature request ...

Is there a way to collapse or un-collapse a section using an action?

Hi VLocke, I was able to create a trial SV account to test this out. I simply added a button to display the CRM_NewDocument screen in a popup from the portal. As I suspected, the upload to SmartVault option is available. As for linking the document to the customer, I suggest you take a look at the actions on the upload a new document button on ...

Hi VLocke, The SmartVault (SV) connection on a Method account is company-wide. This means that anyone accessing the Upload Attachment… screen via the account in question will be able to select the upload to SmartVault option. I don’t have a SV account to test this myself, but this should function the same way via the portal. Keep ...