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How to display the Client's name on the Screens of their client portal

Last post 07-31-2013 4:33 PM by Method_Adam. 1 replies.
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  • 07-31-2013 9:46 AM

    • BrianH
    • Not Ranked
    • Joined on 07-30-2013
    • Posts 3

    How to display the Client's name on the Screens of their client portal

    How can I display the Client's name on the Screens of their client portal so that they know that they are in their own portal?

  • 07-31-2013 4:33 PM In reply to

    Re: How to display the Client's name on the Screens of their client portal

    Answer

    Hi Brian,

    I believe the simplest way would be to add a top section with a Label field to the portal screens.  In the OnScreenLoad actions set in the Advanced button, you can add an action to put the Entity name into the label, thus showing the client name on screen.

    If you click Edit on the section, you can adjust the size of the borders or remove them completely.  You can also edit the formatting of the label as well.

    Hope this helps,

    Adam

    Adam Lyons
    Manager of Support
    Method Integration
    a.lyons@method.me
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