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Hello, I customized the ContactsPortal_Home screen to increase the default rows showing in the transaction grid. By default it shows 5 rows, but I wanted to increase it so all due transactions will be visible right away, so I increased it to 100. The change was made & published on the grid in the...
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My Portal screens, including "Back" button actions were copied from another account and are identically set up. However, the portal for the account I copied from isn't having any issues and I can't remember experiencing this just last week when I was testing, but focusing on other issues...
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Hi there - I customized my contacts portal with an extra grid to show estimates only and removed them from the other transactions grid. When I log in the Home page opens and everything looks great. Within the grids, actions are set on Go To... links to take you to the Contacts Portal>Recent Transactions...
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Thank you, although it doesn't seem there are any prompt screens showing the status of the payment transaction (i.e. Processing, Successful, etc). What is the relationship between the Method Payment Screen, the 3rd Party Merchant Service, and the Method Portal? Is it some sort of hidden re-direct...
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We sent a new client a link to log in with his email and pay an invoice. His payment was processed 4 times. This happened with another customer before I researched the issue with the Intuit Merchant Services & came to find out that there are no actions in place to prevent duplicate charges from processing...
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I hadn't originally thought of it, but it seems like a web form, using fields from the TimeTracking/Expenses tables within a Portal would accomplish what I'm looking to do. I watched the webinar on setting up forms and I am not our developer - but is it possible to add the html code provided...
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Before getting too in over my head, I'm looking for a little info on how to go about creating a new Third-Party Portal for a contractor/vendor/employee who is not a Method user, but may need to enter time and/or expenses. If I include the QuickBooks_Time Tracking Screen, I see it looks at the Entity...
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Greetings, When i send a estimates or invoice or payments, the customer gets a email then presses on the mini url link and they are taken to a screen where they enter their email address. From there they can see their invoices, payments, estimates, and cases. When I send a case to the customer, the customer...
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Our company will be using portals for our employees to log their time throughout the week. Some employees will just log time in, while some will use an approval process, and some will have admin access. So we're going to use a few different portals for this and have links to those on our website...
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We have a portal set up for our vendors. About three weeks ago it stopped working properly and we are not sure why. We have a screen set up so that the Vendors can view our Purchase Orders with them. It filters based on their Vendor Record ID and only displays the ones that match with the logged in Portal...
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