Method Community

Dan_AA, Portals aren't meant for a single customer to login but instead allow all active customers to login.  However, each portal has the ability to have a field indicated that allows active logins.  To change this, follow the steps below. Click Customize > Portals. Click Edit next to the portal you’d like ...

Can you try port 465 with SSL turned on for smtp.att.yahoo.com and see if that works?  I just did some searching and it looks like that is the ideal port to use with that provider. 

@pdirect - does it seem to make a difference of SSL is turned on or off when sending the test message?

Hi Bill, The document management that is in the CRM right now is focused on three areas. Opportunities Cases Solutions If we take a look at opportunities, here are the steps you would take to attached a document. Click Opportunities > Opportunities List. Click Go To... next to any opportunity. Click the Documents tab ...

 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Expenses Fixed (#3077) - when selecting a category or a payment method from the dropdowns in the top right corner of the screen, an error message was appearing regarding the refresh grid action. ...

 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online QuickBooks Purchase Order New - the screen has been updated with the CRM 2.0 style.  Ohhh....ahhhh..... (QBD) Improved - we’ve renamed the “Ship To” dropdown list at ...

Blake, You are also able to see a record count in the grey area at the bottom of the grid.

 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Activity Fix - when selecting an email template from the dropdown list, the subject was replacing the body during the mail merge. (QBO) Fix - when selecting an email template from the ...

Blake, Certainly not dumb suggestions.  I wished for some of these things myself while designing CRM 2.0 (the current CRM) but right now we have some limitations in the current designer screen.  Long term, we'll probably have a newer version of the designer screen that will allow your creative juices to flow.  No time line on ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Expense Report New - when submitting, un-submitting, approving and rejecting an expense report, an email will be sent to the recipient letting them know that the report is ready for review. ...