Search
-
The screens for the default Contacts Portal are in the format ContactsPortal_<Name> for QBD and ContactsPortalQBO_<Name> for QBO. They can be found in Method by navigating to Customize > Screens. You'll most likely want to add this label to your Recent Transactions screen.
- ...
-
I am designing a custom activity report and when I enter the Comments Field in Report Designer I see the HTML coding. How do I get rid of this in my report?
-
how come when i pull up an activity for a specific contact/lead, all of their information like company, city, etc does not all pull up on the activity screen?
-
and where would i go to do this change?
-
-
Hi edward,
Since pop-up blockers are client-side applications/plugins, it's not possible to avoid them server-side (through Method). Basically, it depends on the user's applications and settings and not on the website's. You'll have to advise your customers of this, perhaps by placing a text-label near the view PDF button ...
-
I have been trying to create some solutions for clients/leads for portal issues. I am however running into an issue with screen shots. Since most people are visual, I can not seem to insert a page screen in these message blocks. help.
thanks
-
I am having issues with customers/leads to where they are having issues viewing their estimates/invoices. Is there a way to avoid pop up blockers?
-
sunburstaz,
You can login to Method from any machine, it's only the Method Integration Engine that needs to be on a specific machine or hosting platform.
On your own computer, use Firefox or Chrome and go to method.me/signin. Login from there, test your report and let me know the result.
- Justin
-
Internet explorer. All other forms are OK. Just the one I recently modified. Method sits on a right networks desktop. I can’t add application without going through them. I can ask to have that provisioned, but will take some time. Which browser do you recommend?
|
|
|