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Thread: Customer Portal - Accessing Leads assigned to their Account

Mike Boysen
Posts: 53

Customer Portal - Accessing Leads assigned to their Account Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 03 Oct 08 10:04 AM

In the Dealer world, I'd like to be able to assign leads to an Account. I'd then like to be able to display them to a customer portal user.

I know there are some limitations here, would this be one of them. I'm going to test but I was hoping someone would know theoretically.

[Reply][Quote]

William Vespe
Posts: 16

Re: Customer Portal - Accessing Leads assigned to their Account Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 14 Oct 08 1:34 PM

Mike, we did something similar with customer assets and contracts (allowed customers to view their assets and contracts from the customer portal). We ran into some limitations with the GroupBuilderDLL (we couldn't limit the records in the group to just those that belonged to the logged in user's account) but Sage worked with us to get a new DLL that could handle that. This was in version 7.2

[Reply][Quote]

Mike Boysen
Posts: 53

Re: Customer Portal - Accessing Leads assigned to their Account Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 14 Oct 08 2:00 PM

Thanks, that was helpful

[Reply][Quote]

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