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Customer Portal: Can the customer complete data fields about specific product purchases

  • April 16, 2023
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DJMcBride
Semi-Pro I
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Can the Customer Portal be configured so the Customer can input  a few fields of data about specific products the customer purchased?  

Best answer by Kandy Beatty

Hi @dougmcbride79 

On the customer portal, you can not allow line notes like you can in Acumatica, however when the customer gets to the Checkout, there is a box that they can add notes to that will be added to the Sales Order in Acumatica.

Anything else would need to be customized.  

 

 

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2 replies

DavidEichner
Captain II
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Hi Doug,

Like the base Acumatica site, you can customize the Customer Portal site to do just about anything.

Best,

 

David Eichner, CPA

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Kandy Beatty
Captain II
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Hi @dougmcbride79 

On the customer portal, you can not allow line notes like you can in Acumatica, however when the customer gets to the Checkout, there is a box that they can add notes to that will be added to the Sales Order in Acumatica.

Anything else would need to be customized.  

 

 

Translate