Open a customer
Tabs typically include:
Tab | What you do there |
|---|---|
Overview | Profile, locations, portal access badge, Send / Resend portal invite, invoice helpers |
Orders | Jobs where this customer is bill-to or ship-to |
Activity | Timeline for the account |
Full order editing stays in Orders — detail here is CRM context + invite + history.
Portal access (staff view)
Status | Meaning |
|---|---|
No email | Add a login email before inviting |
Not invited | Email exists; invite not sent yet |
Pending activation | Invite sent; buyer hasn’t set a password |
Active | Buyer can sign in to the portal |
Use Send / Resend portal invite when pending or stuck. You need rights to update customers.
Invite portal access from the customer record only when you’re ready for that buyer to see quotes and proofs.