Is there a way to view the customer portal exactly how they will see it?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Účetnictví
- Sklad
- PoS
- Project
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Impersonating specific Users (including Portal Users) is a feature of Odoo.sh.
Click the dropdown arrow next to the CONNECT button.
Without Odoo.sh:
- you can preview documents such as Quotations / Sales Orders and will see them like Customers do.
- you can create a Contact with your personal email address and grant yourself Portal access, to get an idea of what Portal Users will see
I failed to mention that we are using sh. I never would have thought to look there. Thank you for the insight Ray!
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