The latest version (21.6.0) adds customer portal. This is early peek at the concept. The idea is that customers will be able to view Manager from their point of view. At the moment, they can view their invoices, orders, quotes, credit notes and delivery notes. [image]

[image] hya: Can the customer view the account balances too? No, only completed transaction forms and their information. [image] hya: Is this applicable to iCloud version too. Yes. All editions.

I will acknowledge your point regarding days overdue for invoices. An automated reminder seems to be a very effective way of chasing up those customers without making it seem rude or aggressive or personal. So I will concede your point on that. I will withdraw that request. As for sales quotes and …

[image] dalacor: why you think it is ok for the sales order to be exposed to the customer? Personally, I would not have chosen to expose sales orders either. Based on what the developer has written, he regards their exposure as a way to indicate acceptance of a purchase order. Then again, I w…

A flag for each transaction indicating if it is published on the portal maybe a solution. The flag default set by form defaults as usual. Some users may prefer the flag had several states such as Draft Approved Portal Possibly with separate user permission control (but is not something I would …

While agreeing with most of your points. I put it in a different way to disagree with certain points. In short, what we expect from the customer portal is: 1.The Customer shall know electronically and precisely where he stands with us in regards to business transactions in between us At this poin…

I have not yet introduced this version to our server system as yet, primarily because I understand that internal documents such as Sales Orders can be viewed via the portal. Can someone confirm that internal documents have been suppressed from portal viewing or an option in place to be turned off at…

[image] Tut: Yes. All editions. I presume that it’s of limited use to users of the desktop edition, since the files are stored locally and are not accessible by a remote customer?

Customer portal

Mesquire June 7, 2021, 3:50am 22

Is there a way to enable Customer Portal for all existing customers at once? I have over 300 customers in the database.

Batch update customer portal

Topic		Replies	Views
Issues with customer portal	7	397	May 11, 2024
Suggestion to customer portal	5	485	July 3, 2023
Customer portals	9	674	August 28, 2024
Suppliers Portal and Employees Portal ideas	9	1242	July 18, 2025
Customer User Role	2	114	October 19, 2025

Customer portal

Related topics