CustomerPortal Settings

Hide All Open Orders and All Open Issues tabs

When you log into CustomerPortal, you will see the the following tabs. You can hide the All Open Issues and All Open Orders tab.
- Job Sites tab - Show you all the job sites you can click into so you can see details for the site.
- All Open Issues tab (can hide) - Shows you all open issues across all the job sites.
- All Open Orders tab (can hide)- Shows you all open orders across all the job sites.

Hide Site Tabs

You can hide any of the following tabs:
Issues - View and add issues for the job site
Service - View and add service orders for the job site
Install - View and add install orders for the job site
Invoice - View invoices for the job site
Equipment - View equipment for the job site and request service for equipment
Documents - View documents added to the jobs site in SME Database

Hide "New" Buttons

If you would like your customer to enter a new service order, install order, or issue, they can go to the corresponding tab and click New Service, New Install, or New Issue. You can hide the New Service, New Install and New Issue buttons if you do not want them to be able to enter records.