Re: Customer Update Estimate Status Within Email

Chase — Tue, 28 Jan 2014 15:59:31 GMT

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 it set up properly. I have attached an image with the current settings that do not work.

Are you saying that because the "ContactsPortalQBO_NewCase" screen is not based on the "Estimate Table" that what I'm trying to do isn't possible? Thanks again for all your help. I'm learning a lot about Method through sifting through this.

Customer Update Estimate Status Within Email

Chase — Thu, 23 Jan 2014 22:59:33 GMT

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 from the EstimateStatus table. This works great as I see the "pending, rejected, accepted, open" options within the menu on the page. Then, I created a "submit" button that is supposed to update the EstimateStatus field in the Estimate table. to whatever they chose in the drop down menu However, when I refresh my estimates, no change occurs and the estimate status still says "pending."

Any and all help would be GREATLY appreciated.

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Re: Customer Update Estimate Status Within Email

Customer Update Estimate Status Within Email