Method:Classic General Q&A

Re: Linking multiple customers to a single contact email in the customer portal

BuegeCJ — Thu, 19 Feb 2015 17:31:01 GMT

Thank you, we have Jason on the case! I appreciate the help.

Re: Linking multiple customers to a single contact email in the customer portal

Method_Justin — Thu, 19 Feb 2015 15:38:01 GMT

Hi BuegeCJ,

I believe this is possible, however the customization required to do so would be fairly complex and isn't something I'd be able to detail over the forums.

A member of our Professional Services team would be able to scope out this project for you, and perform the customization if you decide to move forward with it. Let me know if you'd like to discuss this with your account manager and I'll have them reach out to you over the phone.

- Justin

Linking multiple customers to a single contact email in the customer portal

BuegeCJ — Wed, 18 Feb 2015 22:38:04 GMT

We have been trying to set up the customer invoice portal on our website but we've been running into a problem. When we try to add a contact's email to multiple customers, only one of the customers they are linked to will show up on their profile. Since our "customers" are job sites we need to be able to have several linked to their respective parent contact. Is there any way to do this?