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File attachment option is missing in the customer center
Hi All, We have created a custom record and checked the “Allow Attachment” checkbox, and we gave full access to our customer center role. When we view this custom record from other roles, we can access the file attachment tab and attach files, but when we view it from the customer center role, the file attachment tab is…
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customer user (contact) can not access the sub customer transaction in customer center
Dear Gurus Customer user (contact) can not access the sub-customer transaction in the customer center How should I configure the customer centre role to let the user in the parent company can be able to access and view sub-customers transactions?
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How do I add reports to the Customer Center?
Hi All, I need some assistance, we have a client that requires Reports added to the customer center. We have copied the customer center role and created a custom role. We have created a new "Center" within this role to house these reports. We have added the required reports. The reports do not show in this Center, however…
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Can Customer Center view Customer Status and convert Estimate to Sales Order?
Can you view the Customer Status on the estimate and also convert an Estimate to Sales Order using Customer Center role? Thanks, Len
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Publish dashboard for customer center
Is this possible to create and publish dashboard for customer center role?
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conflict between 2 customized customer centers
Hello Gurus I have 2 customer centres which represent 2 subsidiaries, and each one has a different business model type The case is that I cannot show the required centre tabes and custom fields in each of the two centres separately from the other and it is kept always seen in both customer centres which is not correct…
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AE: Customize SO and Invoice Form for customer center role
Is this possible to customize the Sales Order and Invoice form for the customer center role? I did not find any option
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2FA for Customer Center Roles
Has anyone found a way to leverage 2FA on Customer Center Roles? I have researched SuiteAnswers and found: 2FA authentication required designation can be applied to most roles, including Employee Center, Partner Center, and Vendor Center roles, but not to Customer Center roles. I am wondering if anyone found a way to…