Having an issue with customer portal - When customer is logged in, they cannot see any links or references to projects or tasks. Same with quotes and invoices, no way to view them by default. Any suggestions?
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I am quite sure I have the project and task setting correct. I have included the Company as well as all individual people within the company. I have also set them all to "follow" the project and tasks. I am getting the email notifications about my entries, but when I log into the port all I see is "Mt Account" on the left side of the screen. No links to Quotes, Invoices, Projects, or Tasks.
I do not know how to attach an image here or I would post my project settings.
Hi,
not sure whether it would help, but check your project settings. Perhaps, they are for employees or followers only, aren't they?
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