Visible notes to the personalized Portal

I'm sure this is a stupid question, but...

Why can't I see the visible notes and Actions in the custom portal?

It does not appear that the role of customer portal is allowing the user to customer portal view calls etc. as the connected (customer portal) lacks the section summary of the customer etc.

Check this box:

Create a portal under customer Portasl role in the system of administration:

Then check that this role is on the record of the person for this client:

Log in to the customer portal to see if you can see the calls recorded for this customer.

This Portal role is usually incorporated into the model when you import clients via LDAP integration.

Tags: VMware

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