Show all Account names in the Account lookup and Contact names in the Contact Lookup on Customer Portal
Hi Creatio Community,
I have a portal user connected with an account for eg, Tesla.
Now on customer portal, I have an account lookup but it is only showing the account with which the Portal User is connected to (As shown in the screenshot below).
I want to know is there any way to show every Account names in the lookup?
Similarly, there is a contact lookup on portal which is only showing the current portal user name (As shown in the screenshot below).
Is there any way to show every Contact names in the lookup?
Thank you.
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Nisarg Soni,
Hi!
The problem is that the record permissions are turned on and portal users don't have any permissions there. Therefore portal users don't get access to any records.
Please add permissions of kind (All employees -> All portal users), clear the cache, re-login under a portal user and you should see the records in the list!
Best regards,
Max.
Hello,
Please check the object permission for the Contact and Account for "All portal users" in the “Object permissions” section?
alonadolya,
Hi
For Contact and Account, the permission is set for "All portal users". Images attached for reference.
Nisarg Soni,
Hi!
The problem is that the record permissions are turned on and portal users don't have any permissions there. Therefore portal users don't get access to any records.
Please add permissions of kind (All employees -> All portal users), clear the cache, re-login under a portal user and you should see the records in the list!
Best regards,
Max.