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Project from Customer Portal

  • 99views
  • February 6, 2024

Project from Customer Portal

If you are engaged in a project for a customer, it’s essential to keep them informed about its progress periodically. This can be accomplished through BizCentric using the Customer Portal.

Add User as a Website User

To access a project from the portal, a customer must be added as a Website User. A Customer can also register from the login page of your BizCentric account, using the same email address provided in the contact information. Additionally, you can send an invitation to the contact by utilizing the “Invite User” button within the contact details.

 

Add Customer and User in Project

Within the Project, navigate to the Customer Details section. Choose a Customer and the Sales Order linked with this Project.

Portal View of Project

When a customer login from the Portal, they will be able to view all the tasks for that project along with the associated timesheets. Also, the customer will be able to update the status of the tasks or comment when needed.