03-09-2017, 12:49 PM
Hi All,
After lots of work and some awesome assistance from Joe, I've got CoreBOS 7. One of the wrinkles is I can't find the controls for the Customer Portal. The used to be in CRM settings but I don't see them in there anywhere. I've looked in Modules and the module appears to be installed, but there's nothing in settings.
I have a feeling I'm going to need to upgrade the Customer Portal, but without being able to control the settings it wouldn't do much good to get the latest copy. Any ideas?
After lots of work and some awesome assistance from Joe, I've got CoreBOS 7. One of the wrinkles is I can't find the controls for the Customer Portal. The used to be in CRM settings but I don't see them in there anywhere. I've looked in Modules and the module appears to be installed, but there's nothing in settings.
I have a feeling I'm going to need to upgrade the Customer Portal, but without being able to control the settings it wouldn't do much good to get the latest copy. Any ideas?