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Contacts Portal Issue

Last post 03-21-2011 8:15 AM by Method_Michael. 1 replies.
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  • 03-20-2011 6:16 PM

    Contacts Portal Issue

    It appears that when a customer creates a username and password, the inforamtion is stored in method somewhere and allows them to log in and view thier account as normal. However, the data doesn't appear in the "username" or "password" field on the customer tab when an administrator goes to look to see what it is.

    Do I need to set some functions on the customer tab additional information screen in order for the username and password data to appear in the field?

    The reason I ask, is because I have had customers who have problems creating an account or loggin in and I can't help them by seeing if an account was created or what thier username or password is if they did create an account.

     

    Thanks,

    Matt

     

  • 03-21-2011 8:15 AM In reply to

    Re: Contacts Portal Issue

    Answer

     Hi Matt,

    When an account is created using the Contacts Portal it is stored in the Contacts table. The fields are called PortalUserName and PortalPassword. If you edit the Contacts screen you can add both those fields to the screen. The Contacts screen is the screen that is displayed when you click on Add/Edit All Contacts from the Customer List screen.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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