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 portalThings to Consider: Sales orders/Tasks and Purchase Orders have fields that are viewable from the portal when the entity is also visible.Suggested Alternative Solutions: Original Description:-- Task generated via email having the following recipients: chat@task.striven.com
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: – Task generated via email having the following recipients: chat@task.striven.com
Chat on crestlockco.striven.com
Conversation started on : Thursday, April 07, 2022, at 19:03 (GMT+0)
[19:03]
Ashley Porter: how do i get a field to show up on the portal
[19:03]
Troy has joined the conversation
[19:03]
Ashley Porter: in the customer dashboard
[19:04]
Ashley Porter: i have that field show on my quote format
[19:04]
Troy: Is ti a Custom filed at the Customer Accoutn level?
[19:04]
Ashley Porter: yes
[19:04]
Troy: there should be a Globe where you set it up if it is Blue it should be visible on the portal
[19:05]
Troy: nope I was wrong one moment
[19:06]
Ashley Porter: ok
[19:13]
Troy: it does not look like custom fields have the option to be show as Visible on the portal.
[19:13]
Troy: What are you trying to share?
[19:14]
Ashley Porter: 
[19:19]
Troy: would you like to do a Future FEature?
[19:19]
Ashley Porter: of course!
[19:20]
Ashley Porter: i always want a future feature.. lol
[19:20]
Troy: LOL I am thinking it would behave as the custom fields on a Sales order.
[19:20]
Ashley Porter: right
[19:21]
Ashley Porter: im using it to print on my quotes for a customer who i have a blanet order with
[19:21]
Ashley Porter: but i can’t use the po cause they will issue a po againist the blanket
[19:21]
Ashley Porter: but they need all my quotes among all there departments which is about 6 different customer #s
[19:22]
Ashley Porter: but i dont want it to print on my quotes for all my other customers
[19:22]
Ashley Porter: and i dont want to have to remember to put it on every quote i do for them .. there are so many
[19:23]
Ashley Porter: i want it basically invisible for everyone but them
[19:43]
Troy has left the conversation
No tawk.to live chat account ?
Create one for free here!
Added by System as Task Type was changedAdditional InfoResult: Standard Support Question
StrivenID: 2742397