Customer Portal Configuration/Improvements

  • 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