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deleteedit159Cancelling PayPal SubscriptionsThe following is from the PayPal website and tells you how to cancel your Qrimp subscription. We added screenshots to make it easier.

A subscription can be canceled up to the day of the next scheduled payment.

1. Log in to your account
2. Click the My Account tab.
3. Click the History subtab.
4. Choose the Subscriptions field from the Show drop-down menu.
<img src="attachments/6bc9e2f3-5360-4f88-9125-cb1fe80414a0/ppsubscriptionsdropdown.JPG" />
5. Check the From box and change the date back to your subscription date.
6. Click Search, and then click Details.
<img src="attachments/52ba7245-98a1-4c5a-902d-c90b2d3dfa73/ppsubscriptionsdetailslink.jpg" />
7. Click Cancel Subscription.
<img src="attachments/56f00d36-c3fa-42cf-99c3-6db5efb4ebc0/cancel button.JPG" />		Billing
deleteedit1298Hourly ServicesQrimp can provide technical services such as those performed by a programmer, DBA, or data entry and formatting.

Our current hourly rate is $150/hr and our minimum billing increment is 15 minutes.		Billing
deleteedit1295Separate name and address fields (From WebOffice)If you are coming to Qrimp from WebOffice, this applies to you.

If you used the "name" or "address" datatypes when you built your WebOffice, the WebOffice back-up tool concatenates your separate name and address fields into one field. For example, if you had FirstName, MiddleName, LastName they would all be merged into one Name field.

If you want to re-separate the fields, follow the steps below. Note that there are two ways to pull the data into your app.

<h2>Step 1 for both options: Create Separate Fields</h2>

In your Qrimp app, <a href="db.aspx?t=HelpTopics&id=19&vid=11">Add columns</a> for FirstName, MiddleName, LastName or Address1, Address2, City, State, ZIP, to the affected database table.

You now have to choices about how to get the separated data into those fields:

<h2>Option 1: Fast Qrimp Update Statement and Manual Review of Fields</h2>
Let your Qrimp rep know when you have separated your fields. A Qrimp support person will run a big update statement that will update all your records with the broken out data at no additional charge. You will need to review the data that is created, as it may have some problems which will need to be fixed manually. This option requires less work but doesn't give perfect results. Some of your data may not split properly depending on punctuation, spelling and symbols in the fields.

<h2>Option 2: WebOffice Custom View and Thorough Qrimp Update Statement</h2>
Create a custom view in your WebOffice that breaks the Name/Address fields out, then a Qrimp rep updates your app. Qrimp charges at our [Hourly Rate] for this service. Each table will take about 2 hours. This is more thorough than Option 1. It requires more work on your part, but gives the best results possible. This solution can be problematic if WebOffice does not provide a UniqueID field. A UniqueID field is only provided in some cases.


<h3>Steps to Complete Option 2</h3>
Go to your WebOffice. Create a custom view that breaks the NAME and ADDRESS fields out into individual columns for each portion of the name and address. <strong>This view must include the UniqueID of the record in the view</strong>.

Export your data to a .csv file, then <a href="db.aspx?t=helptopics&id=62&vid=11">import it</a> into your Qrimp app as a new table. Name the new table "ClientMap".

Let your Qrimp rep know when you are finished with this and they will run an update query that updates all the records with what WebOffice exports in that custom view.

Note: If WebOffice doesn't provide the UniqueID, then we have to find some other field(s) to use as a unique identifier to update the records and that's not always possible depending on the data.		Configuring Imported Tables
deleteedit102Default Start PageYou can set a default start page for each group in the [User Group Settings]. This determines which page any user in that group will see when they log in. By default, the start page for all [user groups] except anonymous is the [Dashboard]. The [anonymous users] group sees the login page by default, because they are not authorized to view any information unless you specify that they can.

You can change the default start page to almost any page or view in your app. Copy and paste a url with multiple [Query String Parameters] to sent user groups to very specific records and views.

<h2>Changing the Default Start Page</h2>

First, copy the <a href="db.aspx?t=helptopics&id=261&vid=11">url</a> to the page you want your user group to go to. This could be something like "db.aspx?t=Projects&vid=11&id=4". This would take the user to the detail view for your Project with an id of 4.

Then, go to Admin > User Groups.

You will see a table showing existing user groups. Click the edit icon in the id column of the group you want to change.

Copy your url into the Default Start page field.

Click save.

To test, have a user from that group, log out and log back in to the system. When they log back in, they should start out at the new default start page.		User Group Settings
deleteedit4User GroupsUser Groups are group profiles that help you manage sets of users and control access and permissions to your data. User groups are often based on job function, such as HR or accounting, or by access level, such as administrator or anonymous.

<h2>Default User Groups</h2>
Your Qrimp app has five default user groups: Administrator, Developer, Tester, User and Anonymous. The Administrator Group has the most default privileges, while the Anonymous group, which refers to public (not logged in) users, has none. You can change these settings on a table by table basis using [Table Security] and/or [Group Menu Visibility].		Managing Users
deleteedit5Adding UsersTo add a user, go to Admin > Manage Users. Click the link that says "Add a New User"

<img class="border" width="500px" src="http://f43a933af7ac34dcec6f-e68f0ae55bed6d6f943b932cc8d70ccb.r3.cf1.rackcdn.com/d518f04e-6263-42c2-aacb-86fb4e3f9154-add%20user%20screen%201.png">

Enter the user's information in the form and select a user group for them: <img class="border" width="500px" src="http://f43a933af7ac34dcec6f-e68f0ae55bed6d6f943b932cc8d70ccb.r3.cf1.rackcdn.com/d2b6612f-73c9-4d3f-9ec6-d507b59edbf7-add%20user%20screen%202.png">

Your user will get an email from support@qrimp.com with login and password information on their account. Make sure they check their spam!

<img class="border" width="500px" src="http://f43a933af7ac34dcec6f-e68f0ae55bed6d6f943b932cc8d70ccb.r3.cf1.rackcdn.com/8b4d3cfd-f13a-44c8-89e3-89923298cf41-add%20user%20screen%203.png">

Repeat this for all users. If you have a large number of users <a href="http://www.qrimp.com/contact.html">please contact us</a> for information on bulk user creation.		Managing Users
deleteedit12Assigning Users to GroupsBy default, every Qrimp application comes with the following [user groups]: Administrator, Developer, Tester, User and Anonymous. You may wish to create additional groups based on specifics of your organization, such as "Accounting", "Editors" or "Human Resources".

By default the first user is an Administrator. Administrators can see most tables by default.

To add a user to a group go to Admin > Assign User to Groups. Click the add new icon.

You will see two drop-down boxes. Choose the user from the first, and the group from the second. Click the Create button.

<img src="/attachments/931603f9-0552-4351-9984-17befcb57aba/AssignUsertoGroup.png">

You must repeat this process for each user and each group.
<h2>Bulk Assigning</h2>
To bulk assign users to groups, go to the gridedit view of your users table. There is no link to this by default so you will have to type in a url: http://myapp.qrimp.net/db.aspx?t=t_users&_showeditgrid=true Replace myapp with your app name.
Managing Users
deleteedit182Adding a User GroupUnder Admin > [User Groups] you will find the default Groups: Administrators, Developers, Testers, Users and Anonymous. To add a new group, click the "Add New" Icon in the [Content Header]. Select the group security permissions you would like the user group to have and click Save.Managing Users
deleteedit1270Deleting a UserTo delete a user, go to Admin > Manage Users.

Click the name of the user you want to delete:

<img class="border" src="/attachments/developer.qrimp.com-e624ebb2-0412-447f-a283-5f180dba3538/clickusername.png" />

In the [ContentHeader], click the red X delete button:

<img class="border" src="/attachments/developer.qrimp.com-c6a1fe39-81aa-48b4-9e45-7a7ff3f3c146/userdeleteormakeinactive.png" />

If the user has created records, or has permissions associated with their account, you will either need to delete or reassign those records:

<img src="attachments/developer.qrimp.com-d46cd829-58fe-4e81-a885-6bc04deab9c7/cantdeleteuserbecauserecords.png" />		Managing Users
deleteedit1272Marking a User Inactive (Not Enabled)If you want to not let someone use your system anymore, but you want to keep the historical data associated with them, you can mark them inactive. This can be more convenient than [deleting a user] because a) you get to keep all of their data and b) you don't have to reassign all of their data.

Do make a user inactive go to Admin > Manage Users. Then click the users name.

Change the radio button enabled to 'no'.

<img class="border" src="attachments/developer.qrimp.com-ed30c5f1-5256-420c-b4b0-06e9b60a44d3/makeuserinactive.png" />		Managing Users
deleteedit1293Find the ID number of a TableEvery table in Qrimp is automatically assigned an id number. (See [AutomaticIDs])

To find the id number of a table, go to Develop > Table Management.

Find your table in the list and note the id # that appears in brackets beside your table name.

<img class="border" src="attachments/developer.qrimp.com-bdbc81bf-d9fd-42ec-a709-8404428a4f06/clientstableid.png" />		AutomaticIDs
deleteedit66Showing and Hiding Columns with the Query String<h2><em>Advanced</em></h2>
You can edit a <a href="db.aspx?t=helptopics&id=261&vid=11">url</a> (link) to either show or hide columns in a table.

You can use the hide or select parameters to edit the url in your location bar and change the data that is displayed when you re-load your page.

You can also paste links to modified [query strings] into <a href="db.aspx?t=HelpTopics&id=10&vid=11">Menus</a>, the [Content Header], [Field Templates] and <a href="db.aspx?t=HelpTopics&id=176&vid=11">Views</a>.

<h2>Hidecolumns</h2>
Hidecolumns hides the columns you specify. If you are looking at a table and it is too long, and you don't want to add [custom views (sorting and filtering)], you can quickly edit the url to hide a few of these columns, but every time you refresh the page, you will have to re-hide them.

To hide a columns edit the url as follows:
"https://myapp.qrimp.net/db.aspx?t=mytablename&vid=11&hidecolumns=id,description,priorityid,partnershipagreement"

If you want to save this link as a menu tab, copy it from your location bar and type it into the linktemplate field of your menu tab (See [edit a menu tab]).

<em>Note: Hidecolumns retrieves all of the columns from the database and pulls them into your browser, then hides them from view. For this reason, hidecolumns uses more bandwidth than selectcolumns.</em>

<h2>Selectcolumns</h2>
You can retrieve and display only the particular columns you select using "selectcolumns" in your query string (url). A selectcolumns query is written as follows:
"db.aspx?t=tasklist&selectcolumns=name,duedate,priorityid"

Because showing columns only pulls back the selected columns, it uses less bandwidth than hiding columns.		Query Strings
deleteedit128Query String ParametersUse the following [query strings] options to query your data and drill down into particular records and even columns.

Use these query strings with Qrimp's [JavaScript API] and [Square Brackets] to build custom behaviors for your websites and [share data] on other websites.

<h2>Selecting the Data to Display</h2>
The most important query string parameter is <b>t</b>, which specifies the table from which to pull data. Since it's the most important, you'll probably use it with the ? like this:
?t=1005 or ?t=HelpTopics

For example, to display Help Topics in a Grid View, you would use this url:
<a href="db.aspx?t=HelpTopics"><b>db</b>.aspx?t=HelpTopics</a>

You could display the HelpTopics on the [Calendar View] like this:
<a href="calendar.aspx?t=HelpTopics"><b>calendar</b>.aspx?t=HelpTopics</a>

Or in a [Tree View] like this:
<a href="treeview.aspx?t=HelpTopics"><b>treeview</b>.aspx?t=HelpTopics</a>

You can use either the ID of the Table or the TableName. You can get a list of tables from the Develop > My Tables menu.

<h4>Formatting the Data</h4>Another useful parameter is the vid parameter which specifies which layout format to use from the [Views] Table. With views, like with tables, we can use either the ID or the name of the view, like so:
&vid=1 Uses the Grid view.

Combine the t and vid parameters like this:
<a href=db.aspx?t=HelpTopics&vid=1>db.aspx?t=HelpTopics&<b>vid=1</b></a> <-- Click it and see. View 1 is the default view, so usually you will not need to specify &vid=1, unless a default view has been specified in the [Table Settings].

As another example, let's look at the Help Topics as a list of links:
<a href=db.aspx?t=HelpTopics&vid=14>db.aspx?t=HelpTopics&<b>vid=14</b></a>

<h2>Sorting your data</h2>

To order the results by a column, simply add &orderby= to the end and specify the column number to order by. Adding multiple orderby parameters, or values separated by commas will reverse the order. For example &orderby=5 will sort the fifth column ascending and &orderby=5,5 will sort the fifth column in descending order. The sorted column in a grid view will be highlighted. A quick way to sort your data by most recently created items first would be to order by the ID field descending like this:
<a href=db.aspx?t=HelpTopics&orderby=1,1>db.aspx?t=HelpTopics&<b>orderby=1,1</b></a>

<h2>Filtering your data</h2>

You can filter your data many ways using the query string. If you would like to limit records to a particular value within a column add &columnname=value where columnname is the name of the column and value is the value for the filter. For example, to display a particular record you can reference that record by the ID.

Look in the location bar now and you will see:
<a href=/db.aspx&gotopage=2&orderby=3&orderby=4&orderby=4&t=HelpTopics&vid=1>/db.aspx&gotopage=2&orderby=3&orderby=4&orderby=4&t=HelpTopics&vid=1</a> Which means, show the item from the HelpTopics table using view number 1 and for the Help Topic with id equals 128.

If you would like to be more specific about your query, you can use query operators and query values like so
&columnnameop=
&columnnamequery=

For example, to show only Help Topics that contain the word Parameters in the name, you could use a query string like this:
<a href=db.aspx?t=HelpTopics&nameop=contains&namequery=Parameters>db.aspx?t=HelpTopics&<b>nameop=contains&namequery=Parameters</b></a>

To show all help topics with created since May 1, 2008, you'd use this url: <a href="db.aspx?t=HelpTopics&createdateop=>&createdatequery=5/1/2008">db.aspx?t=HelpTopics&<b>createdateop=>&createdatequery=5/1/2008</b></a>
<b>contains</b> : Find items that contain the query value, same as contains
<b>like</b> : Find items that are like the value, same as contains
<b>not like</b> : Find items that do not contain the query value
<b>startswith</b> : Find Items that start with the query value
<b>=</b> : Find items equal to the query value
<b><></b> : Find items not equal to the query value
<b>>=</b> : Find items greater than or equal to the query value
<b>></b> : Find Items greater than the query value
<b><</b> : Find items less than the query value
<b><=</b> : Find items less than or query equal
<b>in</b> : Specify a list of items. Example: &idop=in&idquery=1,2,3
<b>&pagesize=</b> Determines how many records are shown. Do you want <a href="db.aspx?t=HelpTopics&pagesize=20">20 Help Topic Links</a> or <a href=db.aspx?t=HelpTopics&pagesize=50>50 Help Topic Links</a> By Default, the page size is pulled from the [Table Settings]
<b>&hidecolumns=</b> Determines which column names should be hidden <a href="db.aspx?t=HelpTopics&hidecolumns=description">Help Topics without the description field</a>
<b>&selectcolumns=</b> Determines which column names should be pulled from the database. <a href="db.aspx?t=HelpTopics&selectcolumns=id,name,createdate">Show Id, Name and CreateDate</a>
<b>&noheader=true&nofooter=true</b> Hides the page header and footer <a href=db.aspx?t=helptopics&noheader=true&nofooter=true>Help Topics sans Header/Footer</a> These will be useful when using the [Share Data] feature when you want to include data, but not the menus and content in the right rail. We call it the footer because it appears at the bottom of the HTML source, even though it is rendered on the right hand side of the page. You can use [Skins] to change this behavior.
<b>_fieldvalue=fieldname</b> This parameter used in conjunction with the id= parameter will show only the contents of the specified column. For example, to show <i>only</i> the description for this Help Topic, use the following url:
<a href="db.aspx?t=HelpTopics&id=128&_fieldvalue=description">db.aspx?t=HelpTopics&id=128&_fieldvalue=description</a>
<b>&qid=</b> Allows you to specify one of your custom [Ad Hoc Queries] to filter the records or build complex joins among tables.
Query Strings
deleteedit139Clean UrlsClean urls direct visitors to a shortened version of the web address (url) for your site. Clean urls help make web addresses "human readable" and improve search engine optimization (SEO) by indicating to the search engine that the page content at a web address is the same as the terms searched. This is great for public-facing websites, splash pages and any other site that you would like visitors to access easily, remember and link to.

<h4>Clean vs. Dirty</h4>
Dirty url:
<a href="http://demo.qrimp.com/db.aspx?t=Oscars">http://demo.qrimp.com/db.aspx?t=Oscars&vid=1</a>
Clean url:
<a href="http://demo.qrimp.com/Oscars">http://demo.qrimp.com/Oscars</a>
<h4>Creating clean urls</h4>
To create clean urls, go to Develop > Add Module > Clean URL Mapper. Once your clean url table is created, navigate to Design > Clean URL Map. Enter the 'clean url' that you would like users to type in and the 'dirty url' that is used to access the item directly.
<strong>Entering the clean and dirty urls</strong>
Click the add new icon <img src="https://developer.qrimp.com/icons/crystal_project/32x32/actions/edit_add.png" />. You will see two fields "dirty url" and "clean url".
<strong>Dirty Url</strong>
In the dirty url field, enter the part of the address of the table/id/view, starting at db.aspx like so: db.aspx?t=OscarsTable&id=1&vid=1. It is important to enter only the end of your url, starting at db.aspx. Do not enter the "http://oscars.qrimp.com/" or a backslash (/).
<strong>Clean Url</strong>
This is the name of the site to which you are directing traffic, for example "home". Enter only the word you want to appear after your site name in the url and nothing else.

<object id="csSWF" classid="clsid:d27cdb6e-ae6d-11cf-96b8-444553540000" width="588" height="584" codebase="http://active.macromedia.com/flash7/cabs/ swflash.cab#version=9,0,28,0"><param name="src" value="http://www.qrimp.com/blog/2008-06-14_1323.swf"/><param name="bgcolor" value="#1a1a1a"/><param name="quality" value="best"/><param name="allowScriptAccess" value="always"/><param name="allowFullScreen" value="true"/><param name="scale" value="showall"/><param name="flashVars" value="autostart=false"/><embed name="csSWF" src="http://www.qrimp.com/blog/2008-06-14_1323.swf" width="588" height="584" bgcolor="#1a1a1a" quality="best" allowScriptAccess="always" allowFullScreen="true" scale="showall" flashVars="autostart=false" pluginspage="http://www.macromedia.com/shockwave/download/index.cgi?P1_Prod_Version=ShockwaveFlash"></embed></object>

<strong>Advanced Clean URLs</strong>
Full web address on the Qrimp platform contain the db.aspx page, your table name, the record number and the view. The link below shows the "American Gangster" Record of the Oscars table in detail view.
<a href="http://demo.qrimp.com/db.aspx?t=Oscars&id=3&vid=11">http://demo.qrimp.com/db.aspx?t=Oscars&id=3&vid=11</a>

You can use Field names and view numbers in your clean url to make your web address "human readable". Replace spaces in your records with a plus sign.
<a href="http://demo.qrimp.com/Oscars/American+Gangster/11">http://demo.qrimp.com/Oscars/American+Gangster/11</a>

The web address is hierarchical, from site name to table name to record name to view:
http://myapp/tablename/itemname/viewname

The itemname and viewname can be replaced with the number representing the ID for the entry as well:
http://myapp/tablename/25/11
<strong>Adding Static Content with Clean Urls</strong>
Use Clean Urls with a Pages table to manage static websites.
Watch this demo to learn more:

<object id="csSWF" classid="clsid:d27cdb6e-ae6d-11cf-96b8-444553540000" width="602" height="604" codebase="http://active.macromedia.com/flash7/cabs/ swflash.cab#version=9,0,28,0"><param name="src" value="http://www.qrimp.com/blog/2008-06-14_1451.swf"/><param name="bgcolor" value="#1a1a1a"/><param name="quality" value="best"/><param name="allowScriptAccess" value="always"/><param name="allowFullScreen" value="true"/><param name="scale" value="showall"/><param name="flashVars" value="autostart=false"/><embed name="csSWF" src="http://www.qrimp.com/blog/2008-06-14_1451.swf" width="602" height="604" bgcolor="#1a1a1a" quality="best" allowScriptAccess="always" allowFullScreen="true" scale="showall" flashVars="autostart=false" pluginspage="http://www.macromedia.com/shockwave/download/index.cgi?P1_Prod_Version=ShockwaveFlash"></embed></object>

The clean url mapper will comb the Pages table for pages that contain the word in your clean url when executing a clean url.		Query Strings
deleteedit1283Edit an Existing Custom ViewTo edit an existing custom view, go to the [grid view] of your table.

Choose the view you want to edit from the drop-down list of views.

Click the link that says "Edit View"

<img class="border" src="attachments/developer.qrimp.com-c31964c8-6dd8-4d6b-acb8-77bb3e6e898b/editexistingview.png" />

Edit your view to suit your needs.

See also [Custom Views (Sorting and Filtering)]		Custom Views (Sorting and Filtering)
deleteedit1301Links from my Views give me an errorIf you want to be able to click a record from a view and go to that record, you must include the id column when you are creating your view.Custom Views (Sorting and Filtering)
deleteedit1314Default View on the Custom View BuilderThe default in the custom view builder is a modified version of the [Grid View].

You can modify the default view with:

[Grid Edit]
[Reordering Fields]
[Hiding Fields]
[Column Level Security]
Links in the [Menus]
[Field Templates]

There is not any way to delete this default view from your list at this time.		Custom Views (Sorting and Filtering)
deleteedit231Remember MeRemember me is a checkbox you can click when you log in. It tells Qrimp to remember you the next time you access your app from that browser on that computer. By default you will only be remembered on the last browser and device you logged in from. If you click remember me on your laptop and then access the site from your mobile, you won't be remembered when your return to your laptop. If you clicked the remember me check box on a computer or device and then access the site from that same device, you will be remembered, but only on that one device.

<h2>Remember me on Multiple Computers</h2>

If you use your Qrimp app from multiple browsers or devices such as a work computer, your own laptop and your mobile device, and do not want to re-enter your log in information every time, you may wish to install the "Remember me on multiple computers" module. Please do not install if security is a concern. See [Adding Modules]. If you add this module, then Qrimp will remember you across multiple devices and computers.

Being remembered across multiple devices introduces increased possibilities for unauthorized access. If someone logs on at your home while you are at work, then they may be able to see things you don't want them to. If you don't add this module once you log in on a new device, someone using another device will have to log in again. If you add the module though, you could be logged in at home and at work at the same time -- and one of those could be someone else.

<h2>Prevent Session Timeouts</h2>
One great benefit of "Remember Me" is that your session won't be timed out. Without remember me, you are logged out after 20 minutes of inactivity. If you were typing one message for that long the message could be lost when you're asked to log in again. Clicking the remember me check box will ensure you're logged in automatically again when you click the send button and whatever you've been typing won't be lost. <em>Note: Most newer browsers will remember what you have typed into a text area.

<h2>In-App logins: The Admin Screen</h2>

Qrimp has additional password protection for areas of the site that are behind the admin screen. The admin screen is a barrier that requires additional login before granting access to certain sensitive or important features of your app. In order to protect your app in the case that you are logged in and someone else accesses your account (ie: from your computer when you aren't at your desk). Even if you're logged in via a remembered session, you will have to log in again for further access. For example, if you want to create a user, even if you've accessed the site via a remembered session, we'll ask you to log in again.

This will prevent those who shouldn't be accessing your Qrimp app from having too much access. Some areas behind the admin screen are users, table management, portals, modules, queries, and operations.		Logging in
deleteedit238Forgot PasswordIf a user forgets his or her password, it is easy for them to reset it. Go to the login screen (https://myapp.qrimp.net/login.aspx) and click the link that says "login help".

<img class="border" width="300px" src="/attachments/developer.qrimp.com-b32c1468-a08b-4365-96cd-0e222c2f46a8/login%20help%201.png">

Enter the email address the user logs in with, select "Send a link to reset my password" and hit Send. Qrimp will send an email with a link that lets the user reset their password. For security purposes we do not send the actual password.

<img class="border" width="300px" src="/attachments/developer.qrimp.com-b0f77d4f-fdfa-4bf5-a9d0-b265281b8c4b/login%20help%20change%20password.png">		Logging in
deleteedit244Forgot UsernameIf a user forgets or loses his or her username, it is easy to reset.

Go to the login screen (https://myapp.qrimp.net/login.aspx) and click the link that says "login help".

<img class="border" width="300px" src="/attachments/developer.qrimp.com-b32c1468-a08b-4365-96cd-0e222c2f46a8/login%20help%201.png">

Enter the email address the user logs in with, select "Send my username" and click Send.

<img class="border" width="300px" src="/attachments/developer.qrimp.com-b0f77d4f-fdfa-4bf5-a9d0-b265281b8c4b/login%20help%20change%20password.png">

The user will receive an email containing the login information and a link. When the user logs in, they will be prompted to change their password.

<img class="border" width="300px" src="/attachments/developer.qrimp.com-e0f05091-6258-4ec4-91d5-0ae428e6ed92/username%20email.png">		Logging in
deleteedit1318How to reset a user's passwordPreface: If the user has attempted to log in several times and failed, their account my be locked out and they will need to wait until the lockout expires. Please tell them to wait and try again in 10 minutes.

If you still need to reset the password, simply enter the user's email address on the login help screen and tell Qrimp to email them a link to reset their password. Please see <a href="help#238">Help Topic #238: Forgot Password</a> for more info.

You can also send them a new temporary password by reapproving their account.
<ol><li>Go to Admin > Manage Users
<li>Click the table view icon
<li>Click the username in the Username field of the table view, the left most name in default Qrimp setups.
<li>You will now be looking at the approve user account.
<li>Verify the correct user group
<li>Click approve, the user will receive a new email with a username and temporary password.
</ol>
TIP: You may want to write down or copy/paste the temporary password for the
new user in case they do not receive the email notification.

NOTE: Sometimes due to email configuration settings, new users will not
receive their username/password email notification. If you reset a password
or create a new account and the user does not receive the email, here's
what to do when <a href="help#1343">Users aren't receiving their temporary password email</a>		Logging in
deleteedit181PortalsPortals are windows to your data that appear in boxes on your [dashboard]. Your Dashboard is a collection of portal boxes. Each user must add or subscribe to their own set of portals. A user can either add a portal from the [grid view] or subscribe to a portal.

<img class="border" width="500" src="attachments/developer.qrimp.com-1065e4df-66f4-4bb4-b06a-592170c5c577/severalportals.png" />

<h2>Adding a Portal from Grid View</h2>
To add a portal from the [grid view]:

Go to the table you want to get data from > go to the bottom of the grid view > click the link that says "Share".
<img class="border" width="500" src="http://f43a933af7ac34dcec6f-e68f0ae55bed6d6f943b932cc8d70ccb.r3.cf1.rackcdn.com/2e747ef8-e2cd-4287-a53c-a0bff069e41a-add%20portal%20screen%201.png">
A box will appear with a button that says "Add to Dashboard". Click the Add to Dashboard button.
<img class="border" width="500" src="http://f43a933af7ac34dcec6f-e68f0ae55bed6d6f943b932cc8d70ccb.r3.cf1.rackcdn.com/d8b3d7b5-ea0e-41ae-8e7b-f69ff520ecda-add%20portal%20screen%202.png">
Enter a name for your dashboard.
<img class="border" width="500" src="http://f43a933af7ac34dcec6f-e68f0ae55bed6d6f943b932cc8d70ccb.r3.cf1.rackcdn.com/bdc8b545-026b-4fd1-901e-47b4a6c01fa5-add%20portal%20screen%203.png">
Another link will appear that lets you view your dashboard
<img class="border" width="500" src="http://f43a933af7ac34dcec6f-e68f0ae55bed6d6f943b932cc8d70ccb.r3.cf1.rackcdn.com/16d83cf4-6cf0-4ff1-9a22-0658792a4c39-add%20portal%20screen%204.png">
Your portal window has been added.
<img class="border" width="500" src="http://f43a933af7ac34dcec6f-e68f0ae55bed6d6f943b932cc8d70ccb.r3.cf1.rackcdn.com/16ed92a2-04f0-46c2-8de5-037cdb1bd4e4-add%20portal%20screen%205.png">

<h2>Moving Portals</h2>
To move a portal, go to the top right corner of the square. Hover over the icon that looks like two windows <img class="move" src="/c6401/559.png" align="absmiddle" height="16" width="16">". It will turn to a multi-directional arrow <img class="move" src="attachments/developer.qrimp.com-d9b3232d-9b06-4b91-97b4-27c53bbb9207/multi-directionalarrows.png" align="absmiddle" height="16" width="16">. Click and drag the arrow to move the portal to a spot before another portal square. The square you are moving it in front of will turn green.

<h2>Resizing Portals</h2>
To resize a portal, click the magnifying glass icon in the top right <img src="/icons/crystal_project/32x32/actions/viewmag.png" />. You can change it to be large, small or medium.

<h2>Customize Portal Background Colors</h2>
To choose a new background color for a portal, click the palette icon in the top right <img src="/icons/crystal_project/32x32/apps/colors.png" />. Different colors can help you quickly find data that looks the same.

<h2>Advanced: Manually Editing Portals</h2>
To edit a portal, click on the edit icon in the top right corner of the square <img src="/icons/crystal_project/32x32/apps/kate.png" />. This will take you to the edit view of that portal in the Portals table. Note: You can see all of the records in the portals table by going to Design > Portals.

Name: The Name of your portal window. Use a name that describes which data will appear in the portal and how it will appear. For example "Logins by Date", "Unpaid Bills" or "Red Shoes - Thumbnail images". The name you choose will appear in the header of the portal.

Description: Describe your portal to help you remember what it's about.

Template: Copy and paste a [ShareData] script. The ShareData script is much like an embed tag. It links to your data, storing the table id, the sort on your data, search information, hiddencolumns and whatever else you tell it to. Advanced: add styles to your portals by using inline styles in the template field.

Link: The Portal Link specifies where the user will go if they click on the portal header.

<h2>Deleting Portals</h2>
To delete a portal from your home page, click the red X in the top left hand corner. You will be unsubscribed. To resubscribe, simply go to Home and find the link in the top left of the page that says "Add Portal".		Dashboard
deleteedit187Creating a Portal with a Chart<a href="db.aspx?t=HelpTopics&vid=11&id=183">Charts</a> and <a href="db.aspx?t=HelpTopics&vid=11&id=57">Reports</a> make good additions to [portals] as they provide a quick overview of your data.

To add a chart to a portal page, first find the chart of your liking. For the example I'm going to use the most expensive zip codes by county year over year. Before you click the Share button don't forget to copy the script inside the text box. (Shown in figure 2)

<img src="https://developer.qrimp.com/attachments/0ab33145-8a74-4cd7-afa6-4ae6242c25fe/Chart8.png">

After you click the Share button it will take you to a Create portal page.

<img src="https://developer.qrimp.com/attachments/4e51b730-94a0-4e0a-abfe-449d93d4af08/Chart9.png">

After you click the create button you need to add it to your portal page which will be located in the [Header/<strong>Footer</strong>].

<img src="https://developer.qrimp.com/attachments/c1a68be3-2753-462f-a0b7-033e49aadf6b/Portal1.png">

After you add the portal subscription it should look like this:

<img src="https://developer.qrimp.com/attachments/d9b65d72-7919-43a1-b619-ceebe16b7dae/Chart10.png">






Dashboard
deleteedit255Portal SubscriptionsOne way to add [Portals] to your [Dashboard] is to subscribe to them.

Hover over the Dashboard menu tab, then click the sub-menu for 'Portal Subscriptions'. (Note: If you cannot see Portal Subscriptions, please contact your site Administrator to get permission to the menu).

<img class="border" src="/attachments/developer.qrimp.com-0cee567b-66bc-4267-ae29-76b374bc8e02/portalsubscriptions.png" />

Click the checkboxes next to the portals that are of interest to you, then click save. If your user group does not have permission to see that area of the site, the portal window will be blank, and you should delete it.		Dashboard
deleteedit256Adding a Calendar List PortalA list of upcoming events on your [Dashboard] can help you see what you need to do this week. You will need to have the Calendar and Custom Views modules installed (see: [Modules]).

<img class="border" width="600" src="attachments/developer.qrimp.com-14857d23-63f4-4b4c-a3fd-a6a9f85a0a7d/calendarlistportalamongothers.png" />

<h2>Adding a Calendar List</h2>
In your menus, go to > Calendar > Event List

<img class="border" src="attachments/developer.qrimp.com-ba59a75a-cbf8-4706-9d8a-a3b1e44df7ab/clickcalendar.png" />
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You will see a list of all events. You need to filter this using custom views, so that you see only today's and future events. You must have the custom views module installed.

<img class="border" src="attachments/developer.qrimp.com-437ea09e-aabb-40cd-b126-e2a87a339bdc/listofeventscalportal.png" width="500">
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At the top of the list, click "Add New View".

<img class="border" src="attachments/developer.qrimp.com-88de3bc3-69ca-45ca-a185-6979a2dfa4ab/addcaleventsviewforportal.png " />
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Enter a name for your view. "Calendar" will be fine. Don't select it as the default view.

<img class="border" src="attachments/developer.qrimp.com-b928d515-c7ba-4b60-9040-8c05d03ecef0/caleventsviewportal-calname.png " />
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Select the "Name", "BeginAt" and "StartDate" columns from the list.

<img class="border" src="attachments/developer.qrimp.com-553e0f3e-4d27-4714-b838-e5c228743f88/namebeginatstartdatecalportal.png" />
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Sort by Start Date.

Group by Start Date.

<img class="border" src="attachments/developer.qrimp.com-c971f335-2a91-42d2-b5ae-585a78b2ad25/sortandgroupbystartdatecalportal.png " />
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Filter the view. Select "Start Date", "greater than or equal to" and "Today".

<img class="border" src="attachments/developer.qrimp.com-bd3987db-3ef8-4dbf-b6f0-cabc84177b42/filtercalportal.png " />
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Select the user groups and users who should be allowed to see this view. There is nothing private in our calendar so we make it available to every user group except anonymous. <em>Note: this will not add the portal for those users or groups. Users can add a portal using [Portal Subscriptions].</em>

<img class="border" src="attachments/developer.qrimp.com-c61e2996-ed40-43d8-9c0c-dda8a42282cf/viewpermissionscalportal.png " />
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Save your view.

<img class="border" src="attachments/developer.qrimp.com-d4657e18-4a33-47c3-8be3-a17d2ba150a2/saveview.png" />
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You will see your new view. At the bottom is a link to share it. Click the share link.

<img class="border" src="attachments/developer.qrimp.com-a055d3d6-38d8-4a0f-b160-4a3682d137ac/caleventsviewshare.png " />
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You will see a link to add to Dashboard. Click the "Add to Dashboard" link.

<img class="border" src="attachments/developer.qrimp.com-561532ae-f328-47cc-b2ae-7a0e63a8ef41/addcalportaltodashboard.png " />
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Name your new calendar view. "Calendar" is a good name.

<img class="border" src="attachments/developer.qrimp.com-b3e6d4e2-6717-4e5c-beb7-085cccef27f8/calltheportalcal.png" />
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Click the "View Your Dashboard Now" link.

<img class="border" src="attachments/developer.qrimp.com-79941e05-8151-4c16-bd7e-81ac824eea07/viewdashboardnowcalportal.png" />
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Your calendar is now a portal window on your dashboard.

<img class="border" src="attachments/developer.qrimp.com-8352611c-34af-4bd0-b11f-52e938f7fafd/callistondashboard.png" />
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