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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
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sloturtle-
Are you using QBO or QBD?
Can you email me a screenshot of an example of this?
-Michael
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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
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Hi John,
In the cases screen only the contact you select will get the case notification, but this is something that can be changed. Take a look at how sending an email from the invoice screen works, it sends it to all the contacts that are not opted out of billing.
Another option that may work that would involve no customization (I ...
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jeannetara-
It may work but it would depends on the card swiper, if it reads each set of numbers(CC number/Expiry date) followed by a tab and you have the correct field in Method highlighted then I don't see why it won't work.
-Michael
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Also for you can read about the updates here http://www.methodintegration.com/cs/blogs/releasenotes/archive/2011/12/07/method-crm-updates-november-24-december-7-2011.aspx
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bbullins-
The issue with the leads report screen should now be addressed.
-Michael
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Shelley-
[quote user="shelley"]1. Is it possible to assign more than one campaign to a name? When I import / export data I see only one column. It seems that the way it works is only one campaign per customer. Please clarify[/quote]
There is only one campaign per customer at the customer level, this field is used to track which ...
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Shawn,
I was able to duplicate this but I think it may have to do with how the address is entered in QB. I will test this further and get back to you.
-Michael
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sloturtle-
Are you using QuickBooks desktop or QuickBooks online?
Where is it showing the Company name? Is this on a certain screen or template(Invoice/Estimate/etc...)?
You could create a new field in Method to store the website or a new QuickBooks custom field to store the website at the customer level.
-Michael