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  • 1.  I admit it: I avoid the portal as often as possibl

    Posted 02-25-2016 09:38
    I admit it: I avoid the portal as often as possible. While that benefits my patience, it leaves me not remembering how to navigate. Is there a way to show the cases that have been created for our customer accounts? I remember at one point needing to authorize the customer account to report their cases in the portal.


  • 2.  RE: I admit it: I avoid the portal as often as possibl

    Posted 02-25-2016 09:56
    Initially, it was turn off by default (upon advice from legal). I never pursued it after that.


  • 3.  RE: I admit it: I avoid the portal as often as possibl

    Posted 02-25-2016 10:28
    Don't know the answer - I've never looked the customer cases up online once Sage made the big stink over disallowing access without a customer acknowledgement.


  • 4.  RE: I admit it: I avoid the portal as often as possibl

    Posted 02-25-2016 10:34
    What is this portal of which you speak?


  • 5.  RE: I admit it: I avoid the portal as often as possibl

    Posted 02-25-2016 10:35
    To actually answer your question, the customer has to log in and check a box that is difficult to find in order for you to see their cases.


  • 6.  RE: I admit it: I avoid the portal as often as possibl

    Posted 02-25-2016 11:17
    And I think you get to see the case number, but can't drill down and see the notes. How useful.


  • 7.  RE: I admit it: I avoid the portal as often as possibl

    Posted 02-25-2016 12:01
    What's the upside to Sage to make this easy for partners to see what is going on at the customers?


  • 8.  RE: I admit it: I avoid the portal as often as possibl

    Posted 02-25-2016 13:50
    Thank you all for the (unfortunately validating) responses.


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