Method:Classic General Q&A

Re: Customer Portal vs. Contacts Portal

Method_Michael — Thu, 17 Feb 2011 21:13:07 GMT

pdirect,

If you go to Customize > Portals, do you see any Portals listed there that list Customer Portal as the tab? If you do that is what the error message is referring to, deleting the portals that have the Customer Portal as the tab should allow you to delete the tab.

-Michael

Re: Customer Portal vs. Contacts Portal

pdirect — Thu, 17 Feb 2011 18:48:31 GMT

Also, when I go to delete this customer portal tab, I get the following message. But I don't have a third party portal screen link.

There is a third party portal setup to access this tab.

Please delete this tab setup under Customize > Third Party Portal screen.

Re: Customer Portal vs. Contacts Portal

pdirect — Thu, 17 Feb 2011 18:46:27 GMT

Thanks for the clarification. I still think customer portal is a name that makes sense, but contacts portal doesn't (without a more thorough explanation). It would be nice if you had a name for the new one that made sense to our customers and staff.

Re: Customer Portal vs. Contacts Portal

Method_Paul — Thu, 17 Feb 2011 18:26:27 GMT

pdirect -

Customer Portal - one user name and password per QuickBooks customer. It is also pretty darn ugly, and built using the original design features available on the initial release of Method a couple years ago.

Contacts Portal - one user name and password per contact (since a QuickBooks customer can have many contacts on their account). It uses the latest design features available to Method and is a complete re-write.

If I had my way, we'd remove the Customer Portal from everyone's accounts - but we have no real way of knowing if they are actually in use still. All new accounts only have the Contacts Portal now. I recommend you go ahead and delete the Customer Portal if you know you aren't using it.

Here's a link to today's annoucement of the new Contacts Portal:

http://www.methodintegration.com/cs/blogs/methodblog/archive/2011/02/17/invoice-manager-for-quickbooks-online-portal.aspx

Paul

Customer Portal vs. Contacts Portal

pdirect — Thu, 17 Feb 2011 17:26:08 GMT

Can someone please provide a brief overview as to the target audiences of each of these portals and compare/contrast? The name "customer portal" makes sense to me but "contacts portal" does not.