From quotation i sent an email to the customer , so he can sign and approve it. But if the customer is not a portal user , when he access the link system shows a NOT FOUND error. It is require to have the customer as a portal user in order to give him the access to sign documents ?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- 客戶關係
- e-Commerce
- 會計
- 庫存
- PoS
- Project
- MRP
此問題已被標幟
2
回覆
2751
瀏覽次數
You have to grant the portal user from the customer master itselt. Then only the can access the links. eg:
Use Grant Portel Access here for the related customer.
Yes, that is correct, the customer is required to be a portal user to be able to view and sign the document. Depending on the nature of your business you could provide access to specific customer contacts or enable free-signup
| 相關帖文 | 回覆 | 瀏覽次數 | 活動 | |
|---|---|---|---|---|
|
2
11月 24
|
1328 | ||
|
2
8月 25
|
472 | ||
|
1
4月 24
|
2968 | ||
|
1
9月 23
|
2230 | ||
|
1
12月 22
|
5618 |
