See the customer's portal

When a customer calls with "where do I click?", open their portal and look at the same screen.

From an order

On the order's Customer card, press View Customer Account Page. Their portal opens in a new tab — on your company's website when you have one set up — on this move's Home.

From a business account

On the account's page, press See their portal — Opens the account's moves as the account holder sees them, read-only. For a business account that's every order on the account.

It's read-only

A yellow banner runs across the top:

> You are viewing the customer's portal as they see it. It is read-only: nothing can be changed or signed from here, and nothing you do is recorded as the customer.

(From an account it says the account's portal.)

So you can:

• walk through every page with them — Home, inventory, documents, invoices, storage;
• see exactly which buttons they have, as your portal settings decide.

But you can't:

• sign, book or pay — You are viewing the customer's portal read-only, so nothing can be paid here. The customer pays from their own link.
• change their date, addresses, inventory or contact details;
• send messages as them.

Opening it doesn't count as the customer signing in or viewing anything — no "customer is online" alert, no lead-score points.

Only what you may open

The view shows only what you may open in the office. A move or invoice you're not allowed to see in the office isn't shown to you here either.