Can customers see case notes (from the notes subpanel) in the customer portal?

Hi -

Haven't managed to successfully set up our portal yet, so I can't just test this myself. If my team adds notes to a case (in the notes subpanel), are those visible to customers who login to the portal to view their case?

- Elisabeth

Parents

+1 André Lopes 3 months ago

Yes Elisabeth Hunt , as per the official documentation, all Notes flagged as "External" are visible by customers thru Portal.

Regards

André Lopes
Lampada Global

Skype: andre.lampada
0 Elisabeth Hunt 3 months ago in reply to André Lopes

EVERYONE in the world is better at finding things in Sugar documentation than I am - thank you!!
0 André Lopes 3 months ago in reply to Elisabeth Hunt

Glad to know it helped you. We have been improving customer portal features for years. Let me know if we can evolve your CRM.

André Lopes
Lampada Global

Skype: andre.lampada

Reply

0 André Lopes 3 months ago in reply to Elisabeth Hunt

Glad to know it helped you. We have been improving customer portal features for years. Let me know if we can evolve your CRM.

André Lopes
Lampada Global

Skype: andre.lampada

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