How to make activities visible on the Customer Portal


How to make activities visible on the Customer portal

Here is how you assign activities to customers so that they can see them on their Customer Portal

  1. If you haven’t yet done so, read our guides on Setting up a Portal User and Creating a New Activity
  2. When you are within the “New Activity” pop up, first make sure that you have ticked the “Visible to Customer” box.
  3. If you have written some notes and would like your notes to be visible to the customer then also make sure that the “Mark Note Visible to Customer” checkbox is ticked.
  4. Lastly, ensure that “Visible to Consumer” is ticked on the Activity homepage for the customer.
    Note: attachments added in Activities can not be seen by customers. Read how to make attachments visible to customers.