Community mailing list archives
RE: v10 sales - send SO online quote / portal templates missing?by
In order to see inline images that wouldn’t display you can either open the attachments in an image viewer (file renaming might be required) or look at the post on Odoo Groups: https://www.odoo.com/groups/59/21427875
From: Arjan Duijs [mailto:firstname.lastname@example.org]
Sent: Wednesday, November 16, 2016 2:12 PM
To: Community <email@example.com>
Subject: Re: v10 sales - send SO online quote / portal templates missing?
inline images arent displayed, but i asume you meant this setting "portal access".
this is enabled, and a customer can registrate itself through the portal and see the porta page in his account.
but i dont see anything in the sales section to view online, nor to communicate with the client through his portal like in 9
Activate the customer portal
When you send a document to a customer (quotation, invoice), your customer will be able to signup to get all his documents, read your company news, check his projects, etc.
Enable password reset from Login page
Allow external users to sign up
Template user for new users created through signup
2016-11-16 16:56 GMT-05:00 Ray Carnes <firstname.lastname@example.org>:
The option to activate it has been moved to Settings à General Settings
In Sales à Settings, you will see:
While portal is installed and as far as i can see enabled there is no option in v10 to enable the cust. portal
in V9 there was an option to tick in the sales settings
Enable customer portal to track orders, delivery and invoices
How is this working in v10?
in the quotations there isnt an option "view quotation online" nor are the email templates there to send the portal link