Method Community

I want to use Method as my client portal for work I have done with them.  The only thing I see lacking is abilty to save attachments for point to where file pertinent to client have been saved... Is there a tool for this  or can I set up a link to my ShareFile folder? 

Fran

 Hey Fran,

We do have the ability to upload files to your Method Account. Currently the Opportunities screen is the only one that has this feature on it. If you don’t want to use this screen, you can customize an existing screen to include this, or create your own screen. In order to get this feature you need to make sure the table has a field type for "File Attachment". Once this is on the table you can start customizing you screen.

 
If you need help post your questions here or contact your business consultant.