Search results by user ID 5830

Re: Quickbooks jobs and Customer portals

absolutejeff — Tue, 15 Jan 2013 22:55:27 GMT

Adam,

Just to add some information, this is the default portal which apparently pulls from the Contacts table.

I just read a thread talking about the "older" Customer Portal vs. new Contacts Portal. Not sure if that matters with what you were imagining and how everything should be setup.

I've really only been working with Method CRM since this morning.

Re: Quickbooks jobs and Customer portals

absolutejeff — Tue, 15 Jan 2013 22:22:23 GMT

That link to the old forum thread doesn't work for me. What is the title (search) for that thread?

Also, how does someone from the customer portal log into the "job" instead of the parent? Isn't the login linked to Quickbooks via email address? The Parent and Job have the same email address, but I'm not seeing an option for different accounts at login. Only a field for user name and a field for password.