Search results by user ID 5560

Changes to Contacts Portal Screen

AutumnW — Thu, 31 Jan 2013 21:27:35 GMT

We've been using customized ContactsPortal screens for quite a while and things work fine.

Yesterday I added a new field to my ContactsPortal_Transactions screen and also made an edit to the text on an existing button object.

The change isn't being reflected when logging into the portal. I've tested and tested and no changes are displaying.

In Method, when I view the screen from the Customize Screens tablink, I can see a quick glimpse of the new field and the text edit, before the screen goes blank (because it's conditioned to be set to an active record id).

I had a similar problem the last time I made a simple change to our customized ContactsPortal_Home screen.

See this Method Community post: http://www.methodintegration.com/cs/forums/t/3436.aspx

Is there anything that would prevent my changes from being displayed when a logging into our portal?

Re: Customer Portal won't accept login if multiple addresses with the same domain exist

AutumnW — Fri, 14 Dec 2012 23:28:35 GMT

I just attempted it again and am now able to login with both contact email addresses.

Your suggestion was how I verified there were no duplicate email address in my last post.

Strange, but it seems to be working now.

Re: Customer Portal won't accept login if multiple addresses with the same domain exist

AutumnW — Fri, 14 Dec 2012 22:50:10 GMT

There are no duplicates email addresses for this particular customer. I even exported the contact table to verify this.

I was able to login with the 1st contact's email after making the 2nd contact - Opt Out of Billing = YES.

Customer Portal won't accept login if multiple addresses with the same domain exist

AutumnW — Fri, 14 Dec 2012 20:47:02 GMT

This issue has never been a problem before, so hoping you can provide some insight.

CompanyA has 3 contacts listed:

john@companya.com (main contact, opt out of billing = no)

jane@companya.com (opt out of billing = no)

mike@companya.com (opt out of billing = yes)

I sent an invoice containing a link to our portal (from Method) that directed the contacts to sign in with their respective email addresses.

However, both recipients (john & jane) received the same error when attempting to login, that there were multiple instances of their email addresses. This isn't true, there is only 1 record for each contact.

I then changed the opt out of biling to YES for jane@companya.com, and was able to successfully login as john@companya.com.

So there appears to be a conflict with accessing a portal when multiple contacts with the same email domain are selected to receive billing notices.

Can you test this out & let me know if anyone else is having this problem and when it can be resolved?

Thanks!

Constant Sync App

AutumnW — Tue, 11 Dec 2012 22:40:25 GMT

I read the below announcement about adding an app to sync Method & Constant Contact. We have the full blown edition, but app is not listed in the library.

Has it been discontinued, and if so, is there an app that provides the same features?

http://www.methodintegration.com/cs/blogs/methodblog/archive/2011/06/13/Constant-Contact-integration-with-Method-Integration-and-QuickBooks-using-Contact-Sync-App.aspx

TIA

Editing in a grid

AutumnW — Wed, 07 Nov 2012 19:45:29 GMT

I created a custom screen that contains just a grid, attached to the time tracking table and allows edits to be made directly in the grid, as well as adding new records.

I have actions in place to update fields when/if certain changes are made and there are also Delete and Save link fields in the grid. Most edits are working fine and changes save by using either the Save link field, or the Update link at the bottom of the grid.

When I say "most edits" it's because the first field in the grid "IsWaitingForSyncApproval" will not save/update when checked/unchecked. Also, new records won't save.

This grid was created months ago and the edits have always worked fine. There are no actions set up on the yes/no field "IsWaitingForSync".

Can you point me in a direction of why I'm not able to update/save changes to this one particular field, when all the others seem to work?

Thanks

Re: Vendors as Timekeepers

AutumnW — Wed, 07 Nov 2012 00:00:39 GMT

Thank you, that helps. To clarify then, users that are added without sign on access and linked to a vendor won't be charged as a license?

Also, I just realized the yes/no vendor field I was referring to is a custom field that was added by another user.

Vendors as Timekeepers

AutumnW — Tue, 06 Nov 2012 20:23:01 GMT

Hello,

What was Method's intention when adding the Vendor yes/no field, Timekeeper? Does it have a purpose in any existing processes?

What I'd like to do is be able to assign a vendor who is a timekeeper, a task/activity. Currently, only users can have activities assigned, but I don't want them to log in or have to pay for a user license.

Can I add an unlimited number of users, as long as they don't have sign-on access, without being charged?

Or is there another way to incorporate vendors in what I want to do?

Thank you!

Re: Linking Activities and Time Entries to Projects (sales orders)

AutumnW — Mon, 15 Oct 2012 22:26:11 GMT

I solved my problem. I just needed to use the existing BudgetID dropdown field, chosing the columns I wanted displayed instead of adding a new drop down object.

It's all working great now.

Linking Activities and Time Entries to Projects (sales orders)

AutumnW — Mon, 15 Oct 2012 21:52:30 GMT

Hello,

I have customized Activity, Time Tracking and Project screens. I'm not using the Method process to track projects, and am not utilizing any contract types, budgets or line items.

My goal is to be able to link/relate a time entry and/or an activity to a project from the subject screens (Activity/Time Tracking), but view them from within the project screen.

To accomplish this, I added a dropdown on the time tracking screen and it displays exactly what I want (active projects for the selected customer). I have a text change action created to update the BudgetID field, which links it to the project. I can view the time entry from a grid within the project. This is all working great.

However, after I select a project and save the record, the project name chosen appears to populate all existing time entries. If I delete it from one, it deletes it from all records. The other records are not actually linked to the project, but just displays the name.

Not sure why this is happening, can you provide some direction on what I'm doing wrong?

Thank you!