CRM › Utilities
Portal Account Links
Which customer portal sign-in sees which utility account, and how it was linked.
Where to find it
Address in the console: /crm/util-portal-links
Read-only list · 6 columns · 1 action
This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Account | Code | account_no |
| Portal user | Text | portal_name |
| Text | portal_email | |
| Linked by | Status | linked_via |
| Linked | Date and time | linked_at |
| Status | Status | status |
What you can do here
Remove
Asks for confirmation: Remove this link? The portal sign-in will no longer see this account.
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.