Interested in using the website portal function to be able to give employees in the field web accessible info on projects via “Project” doctype. Aside from Web Forms which are used for input, I can’t figure out how to customize what fields are available.
Natively, the project portal page shows nothing on my installation. I’ve been searching the doctype settings, website settings, and portal settings, but am perplexed as to how the portal permissions are managed. I hope it’s something really simple, and customizable.
I have added a custom field (Customer ID) in the Contacts Module. I want this field to be visible in the website portal to the customer (under My Accounts-> under Name). How to achieve it.
I can’t find any relevant information on doing this. Any help is appreciated.