Method:Classic General Q&A

Re: What is default link for contactsPortalQBO_Home

Method_Adam — Tue, 18 Dec 2012 15:28:13 GMT

Willy,

What didn't work? Did the link not take you to the right portal screen? Was there no link? All you have to do is change the highlighted part to the screen you want from the dropdown box. There should be two actions to "Create Short Method URL". You probably want to change the first one.

- Adam

Re: What is default link for contactsPortalQBO_Home

Willy — Tue, 18 Dec 2012 14:50:57 GMT

It didn seem to work. What do I fill in here?

Re: What is default link for contactsPortalQBO_Home

Method_Adam — Mon, 17 Dec 2012 20:48:52 GMT

Willy,

You have to edit the CRM_ListBuilder screen (make a copy and edit the copy). You're looking for the process buttons toward the bottom. There's an action on those buttons that creates the URL in the email. There's a number of actions, so you'll have to search for the one that creates the URL. If you edit that action, you'll see the screen shot below. The highlighted section is where you can change the screen that opens in the portal.

- Adam

What is default link for contactsPortalQBO_Home

Willy — Mon, 17 Dec 2012 20:12:23 GMT

I am trying to get a link in my email to contacts contactsPortalQBO_Home