Method Community

Greetings. By the time i finish pressing the button on my mouse the screen is up and running. Very fast on my end here. I take it this is the new platform upgrade?  John M

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 ...

lpierpont- Did you also change the settings at the user level? Go to Customize > Users and make sure you have updated your email address on step 1 and make sure to also make changes on step 2 as required. -Michael

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

sloturtle- Are you using QBO or QBD? Can you email me a screenshot of an example of this? -Michael

John- Normally 2 emails are sent out, one to the contact for the case and one to the user who is assigned to the case, the username and password it is requesting is in your case(Based on the link you emailed me) is the login for the Contact which will take them to the portal. -Michael

Thanks I got the website working now. The Bill to problem is on the customer page, it automatically puts the Company Name into the first line of the Bill To field.

Was trying to set up Default Email Preferences under Customize/ My Account.  I was able to get it to work when I used my yahoo account, but that is not the account I need to use.  I was just testing to see if I could get it to work.  Now I changed the server, user and password to our business email and when I click ...

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. ...

Hey Michael, I tried the no customization way and it worked. Just make sure there a no spaces when you add the ";" Anouther issues popped up. When i sent the case i got the email and it had a mini URL. When pressing it, it took me to a screen and asked for my email address and password.   Is this becasue Method knows im the Admin? ...