Customer Portal
Customers signing in to see their invoices, orders, quotations and cases.
12 steps · 5 questions · 2 screens on this shelf
The screens on this shelf
Records
Customer Portal Users
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.
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Records
Customer Portal Settings
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.
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Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.