Method Community

 Hi Ian, Which screen did you use to send this email from? Was that screen customized? If it was it looks like the CustomerRecordID may not be set in the Create Short Method URL action. -Michael

Michael -- One question (and you'll know why) -- does the linked field I just established constitute a change to the Customer record for all my Customers?  In other words, am I going to see an extended Synch effort as a result? Uh-oh, spoke too soon. After I clicked Finished Editing Fields, I got this error: An error has occurred. An ...

Hi Michael, The Email you sent to me does not work, Can you check? thx

Hi Michael Thanks for reply. I did not do any customiztion on Contact Portal yet. I will send you a test url,

 Ian, Are you using the default screens or did you do any customization? If you are using the default screens can you email me the link you are using(Method short URL) and the email associated with it so I can test it? Or if you can add my email m.melo@methodintegration.com to a dummy customer and send out  a dummy email to ...

 Ok, what about IncomeAccount.  This won’t display either in a grid.  Is there special code for this as well?

Hi Michael, I try to logging in the portal using short url link, but it is same page as logging in directly into the portal.

pdirect, Have you tried setting the font size and font type first and then entering the text? Let me know if that works for you. -Michael

Hi Ian, Did you try logging in to the portal using the Short URL link (http://MIurl.cc/xxxxxx) that is provided in the email that is sent when saving an estimate/invoice or did you try logging in directly into the portal? To be able to only enter the email address like it is displayed in the webinar you have to use the link that is found in the ...

I just tried the contact portal with shortern url, but I got ask to enter user name and password, but I saw that in the webinar, it can be instead by just email address. I was wondering how to change the setting that customer can login by just email address without register a new user name and passsword. thx Ian