SET UP A CUSTOMER FOR CUSTOMER PORTAL Navigate to List> Relationship > Customer And select the necessary customer. Or search the customer name in the Global search. Edit the Customer record. In the Customer record, under System Information subtab under Access subtab check Give Access checkbox Select Role · We can assign password to the Customer… Continue reading Setting Up Customer for Customer Portal and Logging to Customer Portal
Tag: Customer Access
Remove access to invoices in the webstore.
If we don’t want customers to see invoices in the webstore, we can remove access by modifying the permissions in their user roles. Navigate to Setup > Users/Roles > Manage Roles Edit the role currently assigned to customers. Change the invoice permission from View to None
Resolve Error: “You must provide a password to give this person access to your account.” When Providing Access to a Contact of a Company
Resolve Error: “You must provide a password to give this person access to your account.” When Providing Access to a Contact of a Company
Setting up the system to send customized customer center email
Setting up the system to send customized customer center email
SALES ORDER CUSTOMISATION FOR CUSTOMER PORTAL – GTIL-33
SALES ORDER CUSTOMISATION FOR CUSTOMER PORTAL