• Registered: 07/01/2013
  • Posts: 1

Topic: Customer Portal

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.

  • joe
  • Administrator
  • Offline
  • Registered: 03/15/2007
  • Posts: 5,107

Re: Customer Portal

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

/Joe

  • elax
  • Senior Member
  • Offline
  • From: UK
  • Registered: 05/17/2011
  • Posts: 326

Re: Customer Portal

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

  • joe
  • Administrator
  • Offline
  • Registered: 03/15/2007
  • Posts: 5,107

Re: Customer Portal

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

Joe

  • alvin
  • Senior Member
  • Offline
  • From: USA, Guatemala, Honduras
  • Registered: 05/20/2008
  • Posts: 301

Re: Customer Portal

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?

"The roots of education are bitter, but the fruit is sweet."  - Aristotle.
  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Re: Customer Portal

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

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