# Customer/Vendor Portal **URL:** https://community.striven.com/c/enhancement-requests-voting/customer-vendor-portal/46.md [Latest](https://community.striven.com/latest.md) · [Categories](https://community.striven.com/categories.md) · [Tags](https://community.striven.com/tags.md) --- ## [About the Customer/Vendor Portal category](https://community.striven.com/t/about-the-customer-vendor-portal-category/855)
**Author:** [@wzane](https://community.striven.com/u/wzane)\ **Replies:** 0\ **Last updated:** [January 12, 2026, 4:31pm UTC](https://community.striven.com/t/about-the-customer-vendor-portal-category/855 "2026-01-12T16:31:30Z")
--- ## [Viewing Inventory in the Customer Portal](https://community.striven.com/t/viewing-inventory-in-the-customer-portal/3098)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 1\ **Last updated:** [March 12, 2026, 1:42pm UTC](https://community.striven.com/t/viewing-inventory-in-the-customer-portal/3098 "2026-03-12T13:42:47Z")
Name of Feature/Request: Viewing Inventory in the Customer Portal What financial, time savings, or quality of life improvements will occur from this: I am looking to be able to show what a customer has in their inventor… --- ## [Tenants to Manage Privacy Policy and Terms of Use for Partner and Careers Portal](https://community.striven.com/t/tenants-to-manage-privacy-policy-and-terms-of-use-for-partner-and-careers-portal/2945)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/tenants-to-manage-privacy-policy-and-terms-of-use-for-partner-and-careers-portal/2945 "2026-02-03T12:25:42Z")
Name of Feature/Request: Tenants to Manage Privacy Policy and Terms of Use for Partner and Careers Portal What financial, time savings, or quality of life improvements will occur from this: Have the ability on a per ten… --- ## [Task Portal visibility Updates](https://community.striven.com/t/task-portal-visibility-updates/2930)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/task-portal-visibility-updates/2930 "2026-02-03T12:25:42Z")
Name of Feature/Request: Task Portal visibility Updates What financial, time savings, or quality of life improvements will occur from this: TBD Attempted Solutions So Far: None Listed Digging deep - Any additional Why… --- ## [System Health Reports Delivery Improvement](https://community.striven.com/t/system-health-reports-delivery-improvement/2907)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/system-health-reports-delivery-improvement/2907 "2026-02-03T12:25:41Z")
Name of Feature/Request: System Health Reports Delivery Improvement What financial, time savings, or quality of life improvements will occur from this: To add the DattoRMM System Health Reports to the customer portal Re… --- ## [Striven Reports- add'l features](https://community.striven.com/t/striven-reports-addl-features/2889)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/striven-reports-addl-features/2889 "2026-02-03T12:25:40Z")
Name of Feature/Request: Striven Reports- add’l features What financial, time savings, or quality of life improvements will occur from this: TBD Attempted Solutions So Far: None Listed Digging deep - Any additional Wh… --- ## [Show separate area in the service metrics section in the Customer Portal for tasks not visible in the Portal.](https://community.striven.com/t/show-separate-area-in-the-service-metrics-section-in-the-customer-portal-for-tasks-not-visible-in-the-portal/2834)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/show-separate-area-in-the-service-metrics-section-in-the-customer-portal-for-tasks-not-visible-in-the-portal/2834 "2026-02-03T12:25:38Z")
Name of Feature/Request: Show separate area in the service metrics section in the Customer Portal for tasks not visible in the Portal. What financial, time savings, or quality of life improvements will occur from this: … --- ## [Search in discussions in striven](https://community.striven.com/t/search-in-discussions-in-striven/2770)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/search-in-discussions-in-striven/2770 "2026-02-03T12:25:36Z")
Name of Feature/Request: Search in discussions in striven What financial, time savings, or quality of life improvements will occur from this: Frequency: Every day Attempted Solutions So Far: None Listed Digging deep -… --- ## [request to allow for the updating of contacts in the Customer Portal from Imports.](https://community.striven.com/t/request-to-allow-for-the-updating-of-contacts-in-the-customer-portal-from-imports/2725)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/request-to-allow-for-the-updating-of-contacts-in-the-customer-portal-from-imports/2725 "2026-02-03T12:25:34Z")
Name of Feature/Request: request to allow for the updating of contacts in the Customer Portal from Imports. What financial, time savings, or quality of life improvements will occur from this: Ability to update existing … --- ## [Remove name and date from the document on the portal](https://community.striven.com/t/remove-name-and-date-from-the-document-on-the-portal/2669)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/remove-name-and-date-from-the-document-on-the-portal/2669 "2026-02-03T12:25:32Z")
Name of Feature/Request: Remove name and date from the document on the portal What financial, time savings, or quality of life improvements will occur from this: Remove name and date from the document on the portal | Fr… --- ## [Portal Permissions around Sales Orders](https://community.striven.com/t/portal-permissions-around-sales-orders/2562)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/portal-permissions-around-sales-orders/2562 "2026-02-03T12:25:28Z")
Name of Feature/Request: Portal Permissions around Sales Orders What financial, time savings, or quality of life improvements will occur from this: DWC would like more structured portal role permissions to provide flexi… --- ## [Phone Number Label Option in Portal](https://community.striven.com/t/phone-number-label-option-in-portal/2542)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/phone-number-label-option-in-portal/2542 "2026-02-03T12:25:27Z")
Name of Feature/Request: Phone Number Label Option in Portal What financial, time savings, or quality of life improvements will occur from this: Be able to label added phone numbers in the portal (users section) rather … --- ## [Pay Now button to be hidden from individual invoice if the portal permission "Payments - Add" is not enabled](https://community.striven.com/t/pay-now-button-to-be-hidden-from-individual-invoice-if-the-portal-permission-payments-add-is-not-enabled/2521)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/pay-now-button-to-be-hidden-from-individual-invoice-if-the-portal-permission-payments-add-is-not-enabled/2521 "2026-02-03T12:25:26Z")
Name of Feature/Request: Pay Now button to be hidden from individual invoice if the portal permission “Payments - Add” is not enabled What financial, time savings, or quality of life improvements will occur from this: I… --- ## [One-time invoice - pay online](https://community.striven.com/t/one-time-invoice-pay-online/2470)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/one-time-invoice-pay-online/2470 "2026-02-03T12:25:24Z")
Name of Feature/Request: One-time invoice - pay online What financial, time savings, or quality of life improvements will occur from this: Create the ability to have a one-time customer pay an invoice without setting up… --- ## [Multiple Credit Cards from different Contacts available for payment](https://community.striven.com/t/multiple-credit-cards-from-different-contacts-available-for-payment/2425)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/multiple-credit-cards-from-different-contacts-available-for-payment/2425 "2026-02-03T12:25:23Z")
Name of Feature/Request: Multiple Credit Cards from different Contacts available for payment What financial, time savings, or quality of life improvements will occur from this: Prevent contacts from seeing payment profi… --- ## [More granular or customizable account roles](https://community.striven.com/t/more-granular-or-customizable-account-roles/2410)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/more-granular-or-customizable-account-roles/2410 "2026-02-03T12:25:22Z")
Name of Feature/Request: More granular or customizable account roles What financial, time savings, or quality of life improvements will occur from this: Frequency: To my knowledge, just this once. Attempted Solutions S… --- ## [Modify Requestor Field during Task Creation](https://community.striven.com/t/modify-requestor-field-during-task-creation/2403)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/modify-requestor-field-during-task-creation/2403 "2026-02-03T12:25:22Z")
Name of Feature/Request: Modify Requestor Field during Task Creation What financial, time savings, or quality of life improvements will occur from this: Frequency: Relatively often across multiple customer | Support wil… --- ## [MFA request everytime user wants to enter striven customer portal](https://community.striven.com/t/mfa-request-everytime-user-wants-to-enter-striven-customer-portal/2398)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/mfa-request-everytime-user-wants-to-enter-striven-customer-portal/2398 "2026-02-03T12:25:22Z")
Name of Feature/Request: MFA request everytime user wants to enter striven customer portal What financial, time savings, or quality of life improvements will occur from this: Frequency: every day Attempted Solutions So… --- ## [Make PO# required on sales order](https://community.striven.com/t/make-po-required-on-sales-order/2363)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/make-po-required-on-sales-order/2363 "2026-02-03T12:25:20Z")
Name of Feature/Request: Make PO# required on sales order What financial, time savings, or quality of life improvements will occur from this: To be able to make PO required on sales order. | Frequency: During operations … --- ## [Location dropdown available on task request in customer portal](https://community.striven.com/t/location-dropdown-available-on-task-request-in-customer-portal/2351)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/location-dropdown-available-on-task-request-in-customer-portal/2351 "2026-02-03T12:25:20Z")
Name of Feature/Request: Location dropdown available on task request in customer portal What financial, time savings, or quality of life improvements will occur from this: The goal here is that when a customer contact i… --- ## [Item Class available on Portal When creating a Bill](https://community.striven.com/t/item-class-available-on-portal-when-creating-a-bill/2303)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/item-class-available-on-portal-when-creating-a-bill/2303 "2026-02-03T12:25:18Z")
Name of Feature/Request: Item Class available on Portal When creating a Bill What financial, time savings, or quality of life improvements will occur from this: When Item level Class Tracking is required make the field … --- ## [In the portal when sending the welcome email, have it so the customer can change the content if they would like before sending](https://community.striven.com/t/in-the-portal-when-sending-the-welcome-email-have-it-so-the-customer-can-change-the-content-if-they-would-like-before-sending/2253)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/in-the-portal-when-sending-the-welcome-email-have-it-so-the-customer-can-change-the-content-if-they-would-like-before-sending/2253 "2026-02-03T12:25:16Z")
Name of Feature/Request: In the portal when sending the welcome email, have it so the customer can change the content if they would like before sending What financial, time savings, or quality of life improvements will … --- ## [Have customers and contacts be able to record their own names in the Portal](https://community.striven.com/t/have-customers-and-contacts-be-able-to-record-their-own-names-in-the-portal/2150)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/have-customers-and-contacts-be-able-to-record-their-own-names-in-the-portal/2150 "2026-02-03T12:25:12Z")
Name of Feature/Request: Have customers and contacts be able to record their own names in the Portal What financial, time savings, or quality of life improvements will occur from this: TBD Attempted Solutions So Far: N… --- ## [Give customers using the portal an ability to add tasks to certain Project Management. (Software Adoption for example)](https://community.striven.com/t/give-customers-using-the-portal-an-ability-to-add-tasks-to-certain-project-management-software-adoption-for-example/2116)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/give-customers-using-the-portal-an-ability-to-add-tasks-to-certain-project-management-software-adoption-for-example/2116 "2026-02-03T12:25:11Z")
Name of Feature/Request: Give customers using the portal an ability to add tasks to certain Project Management. (Software Adoption for example) What financial, time savings, or quality of life improvements will occur fr… --- ## [For Importsing contacts in the Portal, let's look into a wizard that will ask and set for them "Access? Send Welcome Email? and Role?" and then the Imports will set that for them.](https://community.striven.com/t/for-importsing-contacts-in-the-portal-lets-look-into-a-wizard-that-will-ask-and-set-for-them-access-send-welcome-email-and-role-and-then-the-imports-will-set-that-for-them/2073)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/for-importsing-contacts-in-the-portal-lets-look-into-a-wizard-that-will-ask-and-set-for-them-access-send-welcome-email-and-role-and-then-the-imports-will-set-that-for-them/2073 "2026-02-03T12:25:09Z")
Name of Feature/Request: For Importsing contacts in the Portal, let’s look into a wizard that will ask and set for them “Access? Send Welcome Email? and Role?” and then the Imports will set that for them. What financial… --- ## [Enable 2FA for Striven](https://community.striven.com/t/enable-2fa-for-striven/1990)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/enable-2fa-for-striven/1990 "2026-02-03T12:25:06Z")
Name of Feature/Request: Enable 2FA for Striven What financial, time savings, or quality of life improvements will occur from this: TBD Attempted Solutions So Far: None Listed Digging deep - Any additional Why behind … --- ## [E-check payment was not intuitive to get to](https://community.striven.com/t/e-check-payment-was-not-intuitive-to-get-to/1970)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/e-check-payment-was-not-intuitive-to-get-to/1970 "2026-02-03T12:25:05Z")
Name of Feature/Request: E-check payment was not intuitive to get to What financial, time savings, or quality of life improvements will occur from this: Clarify on payment page between credit card payments and ACH payme… --- ## [Customers should not be able to deactivate all users](https://community.striven.com/t/customers-should-not-be-able-to-deactivate-all-users/1881)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/customers-should-not-be-able-to-deactivate-all-users/1881 "2026-02-03T12:25:02Z")
Name of Feature/Request: Customers should not be able to deactivate all users What financial, time savings, or quality of life improvements will occur from this: Things to Consider: Attempted Solutions So Far: None Lis… --- ## [Customer Custom Fields Visible on Portal](https://community.striven.com/t/customer-custom-fields-visible-on-portal/1868)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/customer-custom-fields-visible-on-portal/1868 "2026-02-03T12:25:01Z")
Name of Feature/Request: Customer Custom Fields Visible on Portal What financial, time savings, or quality of life improvements will occur from this: Ability to have specific Custom Fields Visible on the customer portal… --- ## [Creating an order in the Portal](https://community.striven.com/t/creating-an-order-in-the-portal/1832)
**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\ **Replies:** 0\ **Last updated:** [February 3, 2026, 12:25pm UTC](https://community.striven.com/t/creating-an-order-in-the-portal/1832 "2026-02-03T12:25:00Z")
Name of Feature/Request: Creating an order in the Portal What financial, time savings, or quality of life improvements will occur from this: TBD Attempted Solutions So Far: None Listed Digging deep - Any additional Wh… [Next page](https://community.striven.com/c/enhancement-requests-voting/customer-vendor-portal/46.md?page=1)