Where would we add columns to the list tables the customer sees in Orders, Invoices? Key ones are $, dates, etc. They need to be able to filter or at the least sort by different columns.
can we change default sort order and field?
The color codes have no legend for customer to know what they mean.
for B2B where customers place Purchase Orders to us, those are what need to be shown on their Portal screen. Showing our internal Sales Order number is meaningless to them