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Tutorial

Use Customer Portal: navigation and daily work

Open Sales & Marketing using the left app rail, then select Customer Portal in its module menu. The module dashboard gathers the available records, reports and setup links.

Sales & MarketingUpdated 13 October 2026Configuration-aware guidance
Open module in ERP ↗Module documentation

Before you start

Customers see only records associated with their approved customer account. A new login alone is insufficient: review the customer registration and link the verified account before enabling commercial document access.

ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.

Find this module in the ERP

Sales & Marketing → Customer Portal

Sales & Marketing — Customer Portal full staging dashboard
Full-page staging capture. Personal identity redacted in the image file.

Step-by-step instructions

Step 1 of 4

Open the module

Open Sales & Marketing using the left app rail, then select Customer Portal in its module menu. The module dashboard gathers the available records, reports and setup links.

Expected URL expression / entry point{ERP_URL}/desk/nexcom-workflow/Sales%20%26%20Marketing/Customer%20Portal

Record forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.

Step 2 of 4

Continue the task

Choose the work area for your task. This staging dashboard provides the work-area links shown in the screenshot. Use an existing record for a change; use Add/New only when a new record is needed and your role permits it.

Expected URL expression / entry point{ERP_URL}/desk/nexcom-workflow/Sales%20%26%20Marketing/Customer%20Portal

Record forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.

Step 3 of 4

Continue the task

Before saving or taking a workflow action, verify the relevant party, company, dates, source links and permissions. Use the field reference linked below for the selected record type. This navigation tutorial does not submit a business transaction.

Expected URL expression / entry point{ERP_URL}/desk/nexcom-workflow/Sales%20%26%20Marketing/Customer%20Portal

Record forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.

Step 4 of 4

Continue the task

Return to the module dashboard to choose the next related work area. If a link is unavailable, check the assigned role and configured service access with your administrator.

Expected URL expression / entry point{ERP_URL}/desk/nexcom-workflow/Sales%20%26%20Marketing/Customer%20Portal

Record forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.

Choose the relevant work area

    Check the result

    Check the selected record, company, source relationships, field values and available actions. A successful save, approval, submission, external notification and payment are separate events. The module screenshot is a navigation reference; it is not evidence that the business transaction described in this article was executed.

    Troubleshooting

    Use the installed work areas and the linked task tutorials below. Available actions and records depend on your role; external services may require their own permitted sign-in.

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