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Hi James, Is this through our stock Covert to Customer button? Something to try would be to go to Customize > Tables/Fields, and click Edit Fields on the Entity table. Then simply click Finish Editing Fields. This will regenerate the table your customers and leads are stored in. You can also send me an email with your Company Account name, ...

Any more ideas on this? Still cannot get other users to appear via the dropdown. Thanks!

Hello,    Portal users are set up to see one tab.  In this tab group, you can define what a dealer views and accesses.  You can make a custom screen to display documents or have a stock view with the documents grid on it, like the customer screen.  Portal users will have the permissions to upload documents. - Greg

That's great to hear Issam! - Adam

Is it possible to duplicate a quote like you can an oppurtunity?

Greg, I just want to check what I am trying to do it is possible , we want dealers to have access to dcuments via the portal.

Hi Adam, I was able to solve this issue using hyperlinks. Thank you so much for your help! I appreciate it ;)

We're receiving the error message "Field 'IsLeadStatusOnly' does not support editing" when attempting to convert a handful of leads into customers.  These individuals do not exist in QB.  I can't seem to see a pattern or common thread.  I would expect to only see such a thing when a customer's ...

Hello Adrian,       Could you provide a screen shot of what your screen is showing?  I'm uncertain by what you mean by Document Library is empty.  Document grids, like the one in the Customer screen, shows any linked Documents.  If there are no iinked documents, then you can click 'Documnet..' ...

Hi Adam, Thank you so much for your help. I'm using the character function to create the link. I start with [ <a href=http://maps.google.com/maps?q=" ] then append the address and the rest of the link. When I send an email containing the result of this character merge, it shows up as text. Do you see what I mean? Thank you : )