Method Community

Adam, Thank you so much for the help. I am editing a copy of the "ContactsPortalQBO_NewCase" screen which I have named "ContactsPortalQBO_(Accept/DeclineEstimate)." I do currently have an "Update Field In Table" action associated with the "Submit" Button.  However, I'm pretty sure I do not have ...

Hello. When I send out an estimate email, I would like for the customer to be able to accept or decline the estimate from within their portal access.  Depending on what they choose, I would like their estimate status to be automatically updated. Here's what I have so far... First, I created a dropdown menu that pulls the information ...