Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
I have setup odoo 9 for my company about a month ago and started issuing quotes and invoices. I have noticed that when a contact/customer registers on the customer portal, it also shows up on the salesperson dropdown selection for invoices and quotes.
I confirm the customer does not have access through the portal except viewing his account billing (quotes/invoices/payments).
Portal access management has "Other/Extra rights" selected.
I checked on my sales team and only internal users assigned to the team are shown here.
Is this normal? Am I missing something here?
Thank you in advance,
About This Community
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 2/23/16, 1:50 PM|
|Seen: 1023 times|
|Last updated: 2/14/17, 7:46 PM|