We added permissions for administrators configuring accounts for portal customers. These additional permissions are for hiding or showing three fields for portal customers: Category, A/R Account, and Tax Group.
The three fields (Category, A/R Account, and Tax Group) will be hidden by default to portal customers.
To show or hide these fields:
- Log in as an administrator user.
- Click Preferences.
- In the Preference list, find the Customer Portal preferences.
- Click the edit button (at the end of the row) for one of these options: (this opens the Edit Preferences page)
- Customer Portal - Invoice-Show A/R Account
- Customer Portal - Invoice-Show Category
- Customer Portal - Invoice-Show Tax Group
- On the Edit Preferences page, in the box beside the field name, type the word true to show the field. Type the word false to hide the field.
