http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/23262.aspxThu, 18 Sep 2014 03:48:46 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:23262industrialrobotix0http://forums.method.me/cs/forums/thread/23262.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=23262<p><span id="mce_0_start" style="overflow:hidden;">Thank you I&#39;ll give this a shot.</span></p>http://forums.method.me/cs/forums/thread/23234.aspxTue, 16 Sep 2014 13:43:21 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:23234Method_Greg0http://forums.method.me/cs/forums/thread/23234.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=23234<p><span style="overflow:hidden;" id="mce_0_start">Hello industrialrobotix,</span></p> <p style="overflow:hidden;" id="mce_1_start"><span style="overflow:hidden;" id="mce_0_start"></span>&nbsp;&nbsp; I haven&#39;t seen <span style="overflow:hidden;" id="mce_4_start"></span><span style="overflow:hidden;" id="mce_4_start"></span><span style="overflow:hidden;" id="mce_1_start">an email template to resend a portal link.</span>&nbsp; You would have to do a customization.&nbsp; <span style="overflow:hidden;" id="mce_5_start">You can</span><span style="overflow:hidden;" id="mce_5_start"></span> create a<span style="overflow:hidden;" id="mce_2_start">n email</span> template with the URL hard-coded <span style="overflow:hidden;" id="mce_3_start">on the email or have a button on the customer screen that sends the customer the reminder email.&nbsp; The email templates are located at<span style="overflow:hidden;" id="mce_6_start"></span> <span style="overflow:hidden;" id="mce_8_start"></span><strong><span style="overflow:hidden;" id="mce_10_start"></span>CRM tab gro<span style="overflow:hidden;" id="mce_14_start"></span>up -&gt; Home -&gt; Email Templates</strong></span><strong><span style="overflow:hidden;" id="mce_6_end"></span><span style="overflow:hidden;" id="mce_7_start"></span><span style="overflow:hidden;" id="mce_8_end"><span style="overflow:hidden;" id="mce_10_end"></span></span></strong>.&nbsp; If you create an emall template, you can use it on an activity by selecting <em>Send an Email?<span style="overflow:hidden;" id="mce_13_start"><span style="overflow:hidden;" id="mce_15_start"></span></span></em><span style="overflow:hidden;" id="mce_13_start"> and then selecting the Email Template you created.&nbsp; <span style="overflow:hidden;" id="mce_17_start"></span></span></p> <p style="overflow:hidden;"><span style="overflow:hidden;" id="mce_13_start"><span style="overflow:hidden;" id="mce_17_start"></span>&nbsp;&nbsp;&nbsp; Also, you may consider doing a Save &amp; Email on the contac<span style="overflow:hidden;" id="mce_18_start">t screen<span style="overflow:hidden;" id="mce_19_start"></span>. Select a contact in the Edit Customer screen to bring up the Edit Contacts screen.<span style="overflow:hidden;" id="mce_20_start">&nbsp; Check <span style="overflow:hidden;" id="mce_22_start"></span><em>Email confirmation whe<span style="overflow:hidden;" id="mce_27_start"></span></em><span style="overflow:hidden;" id="mce_27_start"></span><em>n saving?<span style="overflow:hidden;" id="mce_27_end"></span></em><span style="overflow:hidden;" id="mce_25_start"> <span style="overflow:hidden;" id="mce_30_start">and <span style="overflow:hidden;" id="mce_36_start"></span><em>Save &amp; Email<span style="overflow:hidden;" id="mce_36_end"></span></em>.&nbsp; The confirmation sent has the portal email as well.</span></span></span></span></span></p> <p><span style="overflow:hidden;" id="mce_33_start"></span>&nbsp;&nbsp; As a reminder, the portal URL can be found following the path <span style="overflow:hidden;" id="mce_31_start"></span><strong>Customize -&gt; Portals -&gt; Get sign-in page web address...<span style="overflow:hidden;" id="mce_31_end"></span></strong><span style="overflow:hidden;" id="mce_34_start"></span></p> <p style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_24_start"></span><span style="overflow:hidden;" id="mce_35_start"></span><br /></span></p> <p style="overflow:hidden;"><span style="overflow:hidden;" id="mce_13_start">Greg<br /></span></p> <p style="overflow:hidden;"><em><span style="overflow:hidden;"><br /></span></em></p> <p style="overflow:hidden;"><em><span style="overflow:hidden;"><span style="overflow:hidden;" id="mce_38_start"></span><br /></span></em></p>http://forums.method.me/cs/forums/thread/23231.aspxMon, 15 Sep 2014 22:14:01 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:23231industrialrobotix0http://forums.method.me/cs/forums/thread/23231.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=23231<p><span id="mce_0_start" style="overflow:hidden;"><span id="mce_4_start" style="overflow:hidden;"><span id="mce_5_start" style="overflow:hidden;"></span></span>Is there a way to send a customer a<span id="mce_6_start" style="overflow:hidden;"> generic</span>&nbsp;portal login without sending an invoice etc? &nbsp;I haven&#39;t been able to find a default email template or anything other than send an email w/ invoice or estimate that gives the customer a portal login.</span></p> <p></p> <p>Thanks!</p>