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Show Contact Tasks on Customer Portal

Accepted answer
edited May 29, 2019 4:30PM in Customer Portal 6 comments


How do I show a contact's tasks on the customer portal?


I have created a report that is surfaced on the customer portal account overview page to show contact tasks.  However, I can't figure out how to get the report to filter on the customer portal to just the logged in contact's tasks, all contact tasks are showing.

I normally would use the interface table and identify the interface involved as "Logged In", but when I attempt to do that a large number of possible connections occur and I end up with one task record for each time the contact touched the task.

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