View customer portal on behalf of specific customer
Would be good to be able to display customer portal for a specifc customer, in order to check what they can see.
This would allow better support (tutorials with screenshots, etc.) and monitoring projects to be invoiced that they can see
Fanny d'Opti-biz
shared this idea
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Bryant Zimmerman
commented
I agree with this it is bad form to have to ask a customer for their login or to show you their login. Our sales and accounting staff need this for training and support purposes.
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Jayaraj Rajendran
commented
Yes,I strongly recommend the same
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Mike
commented
Yes - much needed. We have sales agents, each managing several client accounts. It is so necessary for them to be able to log in to all of their customer portals for training and support over a screenshare call with the client. Also, for invoice accuracy and payment follow up, it is essential for sales agents to be able to see what the client is seeing.