Method:Classic General Q&A

Re: CRM customer portal screens.

Method_Michael — Fri, 09 Dec 2011 16:51:51 GMT

John-

Thanks for the forwarding me the email.

It may be the port set for sending email.

Go To Customize > My Account and click on Default Email Preferences change the port to be 587

-Michael

Re: CRM customer portal screens.

Method_Michael — Fri, 09 Dec 2011 14:02:54 GMT

John-

If this is still happening on the December version can you forward me one of the failure emails you are getting?

-Michael

Re: CRM customer portal screens.

John M — Fri, 09 Dec 2011 00:04:01 GMT

Michael,

Everything is working if I am using the November version. I take it you are doing a upgrade to the system so I will hold off on doing any emails intell 12-09

John M

Re: CRM customer portal screens.

John M — Thu, 08 Dec 2011 23:19:12 GMT

Michael,

It looked like i had the Edit Cases and Case screen customized. So I made it so your default screens are now working. Two things happend,

1. I am getting a email that says, email sent failure alert.

2. in that sent failure alert email, the mini url takes me to the correct screen, The screen where i only have to enter the customer email address.

almost there!

John M

Re: CRM customer portal screens.

Method_Michael — Thu, 08 Dec 2011 22:32:37 GMT

John-

Let me look into this further. I took a quick look at the actions generating this it should only be requesting the email address to login for the contact. Maybe it has to do with the work around I suggested for multiple emails.

-Michael

CRM customer portal screens.

John M — Thu, 08 Dec 2011 20:40:35 GMT

Greetings,

When i send a estimates or invoice or payments, the customer gets a email then presses on the mini url link and they are taken to a screen where they enter their email address. From there they can see their invoices, payments, estimates, and cases.

When I send a case to the customer, the customer gets a different screen. They have to enter their password and email address.

So my questions, is this suppose to happen?

Can this change so when i send a case, all they have to do is enter a email address?

Time for a pepsi, that uaualy gets me going. lol

John