Astea: Partner Portal setup

Hi Vera - hey, I managed to figure out how to use Customizer on the pages. Thanks!

Hi Bjørn,

As I suspected there is a catalog option within the Partner Portal.

I am thinking you might be able to use this to do what you need if you are looking to have your customers order specific products.  I do not have the information at hand how this is setup or used so perhaps a good idea to discuss training in this area with Services?

Thanks, Phil. Very helpful - I’ll definitely bring this to the team.

Off the bat we only want to let the customers order service (where we do the delivery), and possibly see their items, service history, and contracts

Hi ​@Phil Seifert 

I come back to you about this topic.
Do you suggest above, that in the catalog, we can filter the products loaded / dispalyed directly at the user connexion ?
If I am not mistaken, a product is not linked to a node, so I don’t see the way to filter strictly the product displayed in the catalog on the customer portal (of course you can filter in the screen and create a view).

​@bskallerud sixaxe made some customizations in the customer portal for example : to display only product under contract ,  Filter request type

Thanks and regards

Anthony