Method Community

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. They have to enter their password and email address.  

So my questions, is this suppose to happen?  

Can this change so when i send a case, all they have to do is enter a email address?  

Time for a pepsi, that uaualy gets me going. lol

John 

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

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 the customer email address. 

almost there!

John M

Michael,

Everything is working if I am using the November version.  I take it you are doing a upgrade to the system so I will hold off on doing any emails intell 12-09 

John M

John-

If this is still happening on the December version can you forward me one of the failure emails you are getting?

-Michael

John-

Thanks for the forwarding me the email.

It may be the port set for sending email.

Go To Customize > My Account and click on Default Email Preferences change the port to be 587

-Michael