Hi all! We are trying to come up with the best way to create a customer portal where they can view their locations, equipment, service orders/appointments and the reports generated for the appointments.
I know there is a self-service portal but that seems to be designed for more financial items. Any ideas would be greatly appreciated! Thanks!
Best answer by ChandraM
Hi all! We are trying to come up with the best way to create a customer portal where they can view their locations, equipment, service orders/appointments and the reports generated for the appointments.
I know there is a self-service portal but that seems to be designed for more financial items. Any ideas would be greatly appreciated! Thanks!
A new generic inquiry add to the Customer Portal should fetch the details to the Customers.
Hi all! We are trying to come up with the best way to create a customer portal where they can view their locations, equipment, service orders/appointments and the reports generated for the appointments.
I know there is a self-service portal but that seems to be designed for more financial items. Any ideas would be greatly appreciated! Thanks!
A new generic inquiry add to the Customer Portal should fetch the details to the Customers.
Hi
Were y’all able to find a solution to restrict access to the service data based on the user that is logged in? This is an issue I am running up against as well.
Any of you able to restrict the access to the data based on the user that is logged in? If so can you please share the method?
Hi
I was able to get this working by joining the PX.Objects.CR.Contact table to the inquiry. Next, I added the Condition in the screenshot below. I found this in the the manual titled “AcumaticaERP_Self-Service_Portal_Admin” in the section called Tailoring Self-Service Portal: To Create a Generic Inquiry
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