Sage One Africa / Middle East Online Community

Customer Zone Link

Is there a way to get a unique link for each customer(s) Customer Zone as it provides in the emails sent to clients, but without it referencing a particular document (eg quote or invoice) ...

This would open their profile and they can search through their quotes/invoices/statements etc as required.

Kindest regards,

Cuan

You need to be a member of Sage One Discussion Forum Africa / Middle East to add comments!

Join Sage One Discussion Forum Africa / Middle East

Email me when people reply –

Replies

  • Hi Cuan,

    Please be advised that there is no unique link for each document if that is what you looking for. If you need to limit the customer from seeing information you can change the settings under company settings.

    Regards 

This reply was deleted.