Method Community

[quote user="Method_Samreen"] We need to clarify if this is for the customer or for contacts? Are you trying to have the information displayed based on a customer level? So if any of the contacts under customer MyCompany login they will be able to view or edit the customers username, password etc. [/quote] This is what I am ...

Hi Sam, I'm going to go away and try yjis but if I'm understanding you correctly this will be a manual process? If so I need something that auto links just like the transaction grid does. That doesn't need a dropdown to link to the current record. You see I want to use this in my customer portal to allow my customers to keep ...

I think I tried both methods. Currently I have a grid set up as 'list data from which table? Detached: Equipment Table' As I say I believe I also tried this by adding the fields to the customer table as well. I tried for so long to get it to work right last night I can't really remember what I tried and what I didn't! It all ...

I suspect I'm missing something really obvious! I've created a copy of CRM_CustomerEdit > I've then deleted the Opportunities section and replaced with another section I've called security. In this section I have a gride with username/IP Address/Password etc etc. THe problem I have is that I cant figure out how to link that ...