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  • Portal problems

    We have an online ordering portal and OnScreenLoad the Fullname is pulled from the portal user session&nbsp;and ParentFullname is pulled from the Entity table using the Fullname. These are placed into action results and used in further actions.&nbsp;This was all done by Method. The problem is, I created text boxes to insert those values from the ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 03-11-2015
  • Clearing values in a grid or table in the portal environment

    We have an online portal order form that is not functioning properly. We have grids for each category of items, with Quantity (ie. the amount the customer wants to order, entered by them), Item Price (Read-Only)&nbsp;and Total (Calculated by multiplying Quantity and Price&nbsp;and Read-only). The fields in each geid are linked to the ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 03-04-2015
  • Re: Cannot log into Customer Portal using Internet Explorer

    It&#39;s not me - it was one of our customers. I imagine lots of our customers will be using various O/Ss and&nbsp;browsers. They were using Windows 7 so&nbsp;I&#39;m sure it&#39;s at least IE11. I logged in on my own IE11 fine, so I&#39;m not sure what was going on with them. But when I did it on their computer (we were using ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 02-24-2015
  • Cannot log into Customer Portal using Internet Explorer

    I was walking a customer through logging into our&nbsp;customer portal that is linked through a button on&nbsp;our company website. We&nbsp;were unable to log in when using Internet Explorer - we were led to a screen similar to the login screen (but in a courier font) that said the username/password didn&#39;t exist. But we tried with Chrome and ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 02-24-2015
  • Customer Portal Username and Password restrictions/parameters

    Can you please confirm what is required for portal passwords and usernames? Or at least let me know where I could find that out? I don&rsquo;t think I can edit&nbsp;the portal sign-in screen&nbsp;to have a look at the logic/restrictions in these fields. Specifically: &bull; Min and&nbsp;Max length &bull; Any numbers required? &bull; Special ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 02-03-2015
  • Show Message action options

    I see when using the &quot;Show Message&quot; action, the following options are available: No Decision. Provide Yes / No option to the user? (&quot;No&quot; will mean no further actions get processed). Provide Yes / No option to the user? (&quot;Ok&quot; assigns True, &ldquo;Cancel&rdquo; assigns False). Assign result name which can be used ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 10-17-2014
  • Re: Making a Customer email a hyperlink

    Actually, I forgot to mention: I changed the field names from &quot;veiwContact.Email&quot; to &quot;viewCustomer.Email&quot; and the entire page wouldn&#39;t generate. This is the exact script I used (both with the brackets at the beginning and end, and without them. (CASE WHEN viewCustomer.Email IS NULL OR viewCustomer.Email=&#39;&#39; ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 10-07-2014
  • Making a Customer email a hyperlink

    What I would like to do: In the Edit Customer screen, I have a tab section called &quot;Subaccounts&quot;&nbsp;that has a grid that&nbsp;shows all subaccounts and associated information (active/inactive, phone number, email, etc.). I would like the email field to be a hyperlink that launches a new email. The field is the Email field pulled from ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 10-07-2014
  • Re: Sorting the grid on the Lead List screen by a Lead Rating Record ID

    Never mind - I figured it out. But now I have a different problem. I changed the default sorting for the grid so that LeadRatingRecordID was first, followed by Fullname and then Special Contact (which was already there). But now the first bunch of rows are all instances where the lead rating is blank. Is there any way to have the blank entries ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 08-20-2014
  • Re: Sorting the grid on the Lead List screen by a Lead Rating Record ID

    Thank you very much. Quick question though: I assume&nbsp;I&#39;m adding the&nbsp;LeadRatingRecordID&nbsp;as a linked field to the Contacts table? As for the sorting, once the LeadRatingRecordID is in the Contacts table, I should be able to add it as the first default sorting parameter for the grid itself.
    Posted to Method:Classic General Q&A (Forum) by MikeB on 08-20-2014
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