11-22-2021, 11:07 AM
Dan, I really like the portal view , thanks for the link and I see it in the top menu.
A suggestion I have if doable is to pin a reply to the top of the new consolidated form with a simple instruction on now to view similar to the QT by using Portal View. Probably just a few words would suffice with a screen shot and an arrow pointing to portal view. What may be a little more involved is an instruction on how to reply to something. I’m not sure how to do that. I think I can just click on the black title bar and it takes me to where I can reply if I want to. I need to play with it some more.
I haven’t tried it yet but I assume Pirtal View can be bookmarked which is what I’d like to do.
A suggestion I have if doable is to pin a reply to the top of the new consolidated form with a simple instruction on now to view similar to the QT by using Portal View. Probably just a few words would suffice with a screen shot and an arrow pointing to portal view. What may be a little more involved is an instruction on how to reply to something. I’m not sure how to do that. I think I can just click on the black title bar and it takes me to where I can reply if I want to. I need to play with it some more.
I haven’t tried it yet but I assume Pirtal View can be bookmarked which is what I’d like to do.