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 Hey Phillip, Currently users are able to create a username/password as long as they are in your Company File. Once they fill out the registration form it will send them an email with the login information. When they login, they will be able to see the tabs you have selected for the Customer Portal section. Currently the Customer Portal is ...

Hi Paul, I tested it and it worked fine! Thanks!

 Hey Phillip, I just tried to copy the SimpleEstimate report, I have the same results as you do. I am looking into this and will post an update soon.  

 New Customer my xora connector conneccts but gives error message upgrade to compatible user

James - Can you check it out on your end now?  It is doing the rounding properly for me now. Paul

Phillip, Pages are only "public" if they are shared through a third party portal.  So unless you are sharing pages through a portal, they are not public. Paul

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perfect! That's what I needed.

Thanks for all your help! I pulled from Simple Estimate to create a purchase order report. I just did the save as from Simple Estimate and went at it. Funny thing is the simple estimate report doesn't give two pages. I haven't tried the report from scratch but can if you don't find anything. Just trying to gain efficiencies by using ...

Hey Phillip, As long as you have a field on the table for the information your importing, then I don’t see any problems that you would have. Also make sure those fields exist on the Excel API. As long as you have all that in order, you should be fine.