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How is an opportunity marked as closed?  I currently have users marking opportunities as "won", but that doesn't close the opportunity or show it as a conversion on the sales charts. 

Actually, cost in QB is OUR cost we pay to the vendor, NOT the price we charge to the customer.  And it would clarify things a little if you labeled the % column as "Cost is %" and the Markup % column as "Markup is %".  

Can someone please explain the following columns when creating an estimate? Cost = I'm not sure if this refers to our cost or our retail price  % = there is a percentage column with no explanation Markup = ordinarily this would make sense, but see the next option Markup % = how is this differrent from % and Markup in ...

Oh, and one more suggestion.  What initially brought my attention to this issue was the fact that all of the default system templates needed for the customer portals show up in the template list.  But it would be best if these "system" templates were not showing up for specific users.  It makes the template dropdown box ...

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.   

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.

I'm not attacking, I'm critiquing.  And it should help if they're listening.  And I'm not going to argue, but this is NOT about permissions.  Have you used scheduled reports yet?  These reports only show up for the assigned user.  That is how the templates are supposed to work as well or there is no point ...

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.   

Umm, I guess you didn't read the 4 points I mentioned.  My comments had nothing to do with permissions.  I was simply referring to the email templates, not the screens.  The screens aren't assigned to users, but reports and email templates are assigned to users.  So if I have the ability to assign something to a user ...

Yes, you are right.  It is set to none.  Although this should not be the default when it's installed.  Everything should be selected and then I can change it to none if I want.  Now I need to go back and correct this on all the machines where I've already installed the Outlook integration plugin. I will also add that ...