Customer portal

[dalacor]

I have now managed to get into the portal as I also had the problem with the error bug affecting my machine.

I fully understand that the plan right now is to make the portal read only at this point. I am just recommending a direction for the portal which would really make the portal work for the end customer.

@lubos

When customer sends you their purchase order, you create it as a sales order in Manager. It makes sense for client to see this order in customer portal.

Are you planning to add a field to the sales quote and sales order for client’s purchase order? To me this would be the logical place for it. The sales quote so that the client could approve the quote and because the sales order won’t exist until the client sends their PO.

@Patch

I would use a decent boundary firewall for that function, such as pfSense or similar products from OPNSense, Cisco, SonicWall, Fortinet.

I might consider something like this as I have other software running on the server with the same problem.

@AMM

*It will be better if it contain a notification of days since the date of invoice

Hopefully soon you can add the status of quotes, orders and invoices to the customer portal so clients can see payment due dates for invoices as well as what quotes are closed/open.

@lubos could you also add to the customer portal - the Folders tab? Maybe each client would get their own Folder within the folders tab - otherwise I don’t know how the permissions would work?

So we can upload client specific information such as contracts, terms and conditions, SLA, Schedule of Services and anything else relevant to a client?

But introduce a Folders theme similar to what @Ealfardan designed - Adjust themes for folders What he has done for the folders view is brilliant?

What does everyone else think of the default font colours for the tabs in customer portal as opposed to the main Manager area? I think I prefer the black font to the blue font? it looks more modern.