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I had the same issue as soon as I set up the portal with the stock CustomerPortal screen. It pops up when you click to go to the ReceivePayments screen. It comes up immediately when the page loads. Action 5 and 9 is referring to Entity. I don't know where Entity and I haven't changed it. I duplicated the screen and tried to resolve the ...

David - maybe that's the problem. If you are trying to add invoice lines (children) to a particular invoice (parent), you should be using the InvoiceRecordID on the InvocieLine table to relate them. This would be the field that will associate the child to the parent correctly. Keep in mind the parent must exist before the child. :)

Hi Val.   The issue is indeed isolated to a particular custom screen.  This one is a pop-up which prompts the user to add one or more invoice lines to the invoice.  It uses the action Save All Sections to save each line.  It just so happens that all the line items added via this pop-up use the same Item name but with a ...

Hi David - I've made a few comments below. [quote user="DavidGlantz"]after digging into the InvoiceLine table we have discovered that the field InvoiceLineGroupRecordID is populated on the ones that are disappearing. The first line item (which is what QB ends up saving) has a blank value in that field[/quote] Under normal ...

Hi Lucas, The stock portal screens are prefixed with "ContactsPortal" so they action sequence errors you're receiving on your CustomerPortal screen are advising you where the issues persists. The fifth and ninth actions when clicking your button. I would suggest looking at those actions to figure out the root cause of the problem. ...

Andy, To add a bit to this.  This feature is not fully functional yet, so I'd advise to use at your own risk.  It may work as expectd, but I'd recommend doing extensive testing first, to ensure proper roles are viewing the proper views.   This was a feature that was expected to be implemented but was eventually ...

Lucas & April, Are the message and login issues still occurring?  I've logged in with both Firefox (18.0.1) and Chrome (Version 24.0.1312.56 m) today and have had no issues.  Can you let me know the exact error message or take a screen shot? Lucas - Can you let me know what screens and links were causing IE to ...

Hi Andy, On step 2 of the wizard for creating a filter view, you should be able to select the roles that can view the filter.  On my tests, the filter did not show in the dropdown. - Adam

Is there a way of completley hiding a filter view on a grid by role.? At the moment I can still see the filter name in the dropdown but it can't be selected by certain roles. I would like to hide the filter completely. Thanks.

I was with the client today when the same message popped up in google Chrome.  We were still able to work, but the message popped up several times.