Method Community

Thanks!  I am now finding my Portal login data.

Hello lzimmerie,     The two fields are labelled the same on each the regular and mobile screen but are actually two different fields.  The regular screen uses the Amount field and the mobile customer transaction screen uses the AmountForEntityBalance field.  Here are the steps to modify your mobile screen to use the ...

Hello Rob,   I'm not sure exactly what you are asking, but I can try my best to explain where portal registrations are kept.  The portal login is contained in whatever table you chose to as the table to base the registrations on.  We can take a look at the default Contacts_Portal.  It requires the Contacts table to have ...

I am trying to create a platform from which my salespeople can see how much quantity we have on hand prior to trying to sell it.  For example, I have 25 wigits on hand...but currently my salesperson cannot see this information.  They promise a customer 100 wigits because they thought that this is how much we would have on hand ...

When I view a customer in the mobile view, sales receipts are showing the wrong field.  Instead of showing the amount of the sales receipt, it is showing the customer balance due which is often zero.  I called tech support and they said that there is a way to customize that view to show the correct field, but I would have to ask for ...

Hello Mike,     Yes, the LeadRatingRecordID field would be linked field through the Entity field.  It then should be available in your filters and sorts. Greg

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 ...

What table are the PortalUsername and PortalPassword values stored in?  I have looked in Customer, Entity and Contacts.  Each of these tables has PortalUsername and PortalPassword columns but none of them contain values for "accounts" I know have used the Customer Portal.  Help!  Thanks.

Thank you very much. Quick question though: I assume I'm adding the LeadRatingRecordID 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.

Hello Erik,     I had another suggestion.  You can create email groups for each of your companies.  This would work by emailing the groups email, say admin@Acmeco.com and it sends out emails to multiple email accounts. Greg