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Question

Customer Portal - Customer Parent-Child relationship

  • 18 February 2021
  • 4 replies
  • 667 views

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Since currently it is only a relationship 1 to 1 when assigning a Contact to a Business Account, is there a way to allow a contact to have access to the parent and all children accounts' information  from the portal?

In other words. 

I have Parent Business Account ID (PBA) assigned to a Contact (C) and PBA has multiple children (MC) associated to it.

Can then C, have access to PBA and all MC's information on the portal by Business Account?  

Thanks

4 replies

asmith50
Jr Varsity III
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  • Jr Varsity III
  • 67 replies
  • December 1, 2021

nperez94, Did you ever find a solution to your problem?


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2642 replies
  • December 1, 2021

Anyone have ideas here for @nperez94 and @asmith50 ? Thanks!


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  • Author
  • Freshman I
  • 11 replies
  • December 1, 2021

Hi @asmith50 @Chris Hackett Thanks for keeping this alive. :) Unfortunately I have not found a solution yet.  :( 


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  • Acumatica Support Team
  • 785 replies
  • December 2, 2021

Hi @nperez94 

 

When I setup a contact on Parent Customer account which has couple of child business accounts, I could see the Customer accounts on Portal. 

Created a contact and logged on

On portal instance, under Support, Customer Accounts, could see the child accounts

 

This is what you get on list of Customer accounts 

Need to explore if we can build GI to view required information. 

Let me know the information you would want the customer contact to be able to view and also documents to create. Will explore further. 

Regards,


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