Search results by user ID 4229

Re: Learning Method / Client Setup / Customer Portal / Ask New Question

BSP-Tim — Mon, 06 Sep 2010 02:55:14 GMT

Hi Ryan,

I double-checked the email setup, and it's fine too. As for contacting my business consultant, I'm it! I've also had other users (consultants) say they're the same error when they try it.

Re: Learning Method / Client Setup / Customer Portal / Ask New Question

BSP-Tim — Tue, 31 Aug 2010 17:43:45 GMT

I am also getting this error. The User is identified in the first screen of the Third-Party Portal tab. I am using the original 'Ask A Question' screen, not a customized one. Please help.

Re: Name needed for check, even though there are no reimburseable expenses.

BSP-Tim — Mon, 23 Aug 2010 16:51:16 GMT

Hi Danny,

No, I had already selected a bank account before the error message appeared. That does not seem to be part of the problem. Any other suggestions? Thanks!

Expense carryover to customers

BSP-Tim — Sun, 22 Aug 2010 18:29:22 GMT

How do we assign a customer if the expense is reimburseable?

Name needed for check, even though there are no reimburseable expenses.

BSP-Tim — Sun, 22 Aug 2010 18:26:48 GMT

Hi,

I set myself up as a user with the default transaction type of Check. I entered an expense that used the Credit Card - Company payment type, and was thus, non-reimburseable. When I tried to process the transaction after approval, it gave me an error message saying it needed a payee name on the check, even though I was not to be reimbursed for anything. Am I doing something wrong?

Steps for Webinar #26 Contacts & Advanced Search

BSP-Tim — Wed, 09 Jun 2010 18:48:16 GMT

Hi Ryan,

Would you please forward your steps given in Webinar #26, Contacts & Advanced Searches.

Thanks!

Re: Adding Doc Management to Customer Portal

BSP-Tim — Tue, 04 May 2010 14:04:48 GMT

Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4  /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;}

I’m not sure how to do this. The ‘Document Library’ screen is blank in Method Full Blown editon. The ‘DocumentLibraryFolder’ has folders, and I can add folders, but how do I add documents? What are the actions in this button that I am to create to cause this to happen?

Adding Doc Management to Customer Portal

BSP-Tim — Sat, 24 Apr 2010 22:06:26 GMT

Hi,

Love the document management feature added to Method. I'm using it with documents associated with cases I'm working on for clients. However, currently, when clients use the third-party customer portal on my website, they cannot add a document (like a screen shot or other document) when they ask a question. Do I need addtional html added to my page, or is this something that will be added later?

Thanks!