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jd123jd123 

How to enable customer records in the Customer Portal ?

Hi,

I am new to Customer Portal and I am using Customer Portal Manager Standard.

Two objects.

1.Installed Products

2.Service orders

 

If Customer is creating any service order so he is owner the record so he can able to see his records in the Customer Portal. If Suppose the customer is calling to Call Center Agent to create a Service Order then the Owner of the Service Order is Call Center Agent.

 

      Now, My questions is how can I show Service Orders based on Account and Contact lookup 

 

Let me explain some more.

In my Service Order Object I have to fields

1.Account

 2.Contact

 

   If customer is creating or Call Center Agent is creating Service Order both should access that records. How can I achieve this.

 

Please help me.