INTENDED SEARCHES: customer portal, customer login, customer dashboard, customer invoices, customer services
The customer portal lets customers view or manage information when portal features are enabled for the account.
Customers may be able to access:
- Dashboard.
- Services.
- Packages.
- Projects.
- Invoices.
- Financial information.
- Notes.
- Orders.
- Cart or checkout.
- Payment card setup.
What customers see depends on:
- Enabled modules.
- Customer permissions.
- Account setup.
- Record status.
Why this matters:
The portal can reduce support calls, but only if the information shown to customers is accurate and intentionally enabled.
Support note:
If the customer cannot see the option, cannot save the record, sees different fields, or receives an error, they should contact support with the module, record name or number, what they clicked, what happened, and a screenshot if possible.
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