Having an issue with customer portal - When customer is logged in, they cannot see any links or references to projects or tasks. Same with quotes and invoices, no way to view them by default. Any suggestions?
Dette spørgsmål er blevet anmeldt
I am quite sure I have the project and task setting correct. I have included the Company as well as all individual people within the company. I have also set them all to "follow" the project and tasks. I am getting the email notifications about my entries, but when I log into the port all I see is "Mt Account" on the left side of the screen. No links to Quotes, Invoices, Projects, or Tasks.
I do not know how to attach an image here or I would post my project settings.
Hi,
not sure whether it would help, but check your project settings. Perhaps, they are for employees or followers only, aren't they?
Kan du lide at diskutere? Læs ikke bare med, deltag aktivt i debatten!
Opret en konto i dag for at få glæde af eksklusive funktioner, og bliv en del af vores skønne fællesskab!
Tilmeld dig| Relaterede indlæg | Besvarelser | Visninger | Aktivitet | |
|---|---|---|---|---|
|
|
1
mar. 24
|
5052 | ||
|
|
1
okt. 23
|
4462 | ||
|
|
0
sep. 17
|
4420 | ||
|
|
1
sep. 25
|
3122 | ||
|
|
3
sep. 24
|
5167 |