Service view
Customer Portal
How to use Customer Portal in Customer Portal: access, working steps, fields, related records and troubleshooting.
Purpose and access
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.
This page is a service view in Sales & Marketing → Customer Portal. Use the link above to open the configured destination; permissions are checked by the destination service.
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.
Use this service
- Open the linked service in a new tab and sign in if required.
- Confirm that you are using your own account and the correct customer, supplier or employee relationship.
- Choose the intended activity and complete the fields the service requests.
- Review the saved result and any linked ERP record, request or notification.
Route templates open the service landing page; select a real record or activity there. Portal documents are limited by party links and role permissions.
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.