FrontAccounting forum — Customer Portal

Re: Customer Portal

2013-07-11T10:45:03Z

Use vTigerCRM and integrate the customer's Account Code into it and then provide a restricted login role - a dirty hack though.

Re: Customer Portal

2013-07-02T14:34:12Z

Can you pull this data through a CRM module or extension?

I would like for a customer to see stock quantity for a location. Buy and pay on line, look up past invoices, etc. Maybe done with an e-com module or extension?

Re: Customer Portal

2013-07-02T08:02:44Z

It is not possible to create users only allowed to see his own data.

Joe

Re: Customer Portal

2013-07-02T07:47:27Z

joe wrote:

No, this not possible in FA. The customer should be able to see this info in his own accounting system.
/Joe

Lots of my customers, don't have an accounting system. They just have an accountant to whom they send paper invoices and send them back a tax return once a year. They don't have any stock system, have no idea how much payment are outstanding etc ...

I told them to use FA but that doesn't work ;-)

/Elax

Re: Customer Portal

2013-07-02T06:32:53Z

No, this not possible in FA. The customer should be able to see this info in his own accounting system.

/Joe

Customer Portal

2013-07-02T00:14:50Z

May I know if FrontAccounting does include a Customer Portal for the customer to access for the following tasks ? It's very important for a CRM.

1.) View their history of sales inquiries, quotes, orders, invoices and payments.

2.) Make payment for the invoices.

3.) Helpdesk / Ticketing / Knowledge base.

Thank You.