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jd123 Customer portal records enable?
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.
Option 1 - Update owner field based on Acct/Contact using workflow/trigger.
Option 2 - Try to utilize Criteria based sharing rule(Not sure sharing rule is applicable for Customer portal manager license).