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I am having a bit of trouble with the outlook integration. I would like to have the action, "Save and E-mail", provide an option to use outlook e-mail with a PDF attached, instead of using the customer portal. Has anyone completed this? It was my understanding form a tech call that an e-mail can be sent within outlook from Method with ...

yes this is the first and only portal... so example is we have taken 4 different customers that are already in quickbooks with their email address etc. they go to that link, and click register they enter their email address same as the one in quickbooks and then they pick a user name and they get that error.....

@MisterBill Is this the first time you are trying to create a portal for these customers? Can you provide the steps that produce this error? I was not able to reproduce the issue on my side and I need a bit more information of the problem so we can troubleshhot it.  

API'ers. In rare situations where you are pulling a large number of records, please know that we had to put in a 10,000 record limit in place. If you have to pull more than 10k records, please do it in iterations, so: 1. Grab desired records. 2. If record count is less than 10,000, then great, you're done. 3. If record count is ...

@Rolf I was able to reproduce the tab function and it is working as described. If you want it to work differently then may I suggest a workaround. If you add actions to 'lose focus' on the field date, to go to the next field / object, then this will help with the way you like it to function. I will inquire with our developers if this ...

That looks really great and is quite an improvement!  Good job!  When accessing the page from the Gmail Gadget, I think I'd still hide the left menu and only show the Gmail Gadget settings though.

Ahhhh......I finally see what you see now.  I was testing the gadget on a brand new account and saw the lack of color and logos. Once the gadget goes out of beta, this issue won't be there anymore, it will use your style and color scheme from your site and look pretty.  Right now it looks like crap on any account that hasn't ...

Nancy - Does this happen to you every time you add an activity, or just in certain circumstances? Has this ever worked for you? Which browser? (i.e. Chrome/FireFox) Which version (i.e. Chrome v 19). Paul

  Ted, I can't seem to get my images attached here, so I'll email you directly. Rolf  

Ted, I think maybe you've misunderstood my problem.  I also see both label and field names in the designer, but the field names are incorrect.  They are supposed to be the actual field names from the associated table, but instead are a repeat of the label name. I believe in your screen shot it shows the problem, because the field ...