CRM › Service & Engagement
Customer Portal
Customers signing in to see their invoices, orders, quotations and cases.
In CRM → Service & Engagement · 2 screens
RecordsCustomer Portal UsersPeople at your customers who sign in to the customer portal to see their invoices, orders, quotations, cases and returns: invited by email, held to their own account, with a second step where you require one. The supplier portal's people are in Supply Chain.OpenRecordsCustomer Portal SettingsWhat the customer portal offers -- paying online, accepting quotations, raising cases, asking for returns -- and how its sign-in is kept: two-step, session length, lockout.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Customer Portal Users | List | People at your customers who sign in to the customer portal to see their invoices, orders, quotations, cases and returns: invited by email, held to their own account, with a second step where you require one. The supplier portal's people are in Supply Chain. | 9 | 7 | 6 |
| Customer Portal Settings | List | What the customer portal offers -- paying online, accepting quotations, raising cases, asking for returns -- and how its sign-in is kept: two-step, session length, lockout. | 8 | 7 | 1 |