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#729 - Need to access custom CRM module in Portal Enable Access Module List
HI I am facing problem as I want to give portal user to create dealer lead, seller lead from portal site . I have this two custom module in my CRM but the current add-on on crm site enable fetch only some module in Portal Enable Access Module List. Also the permission are disabled to me though I am admin check following screen shot.
https://s.nimbus.everhelper.me/share/1204568/nioyn1lrwauwpy668e0q https://s.nimbus.everhelper.me/share/1204577/99pzpfzzq9gehfw58tk3
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falco
7 years ago
word press side CRM site
7 years ago
Hi Dear,
Greetings from Appjetty.
It seems that you are editing Default Role group in CRM. You can not edit/delete default role. If you want to update access rights then please create new group in CRM and make it Primary. For enabling custom modules, we need to customize the portal. Can you please share CRM details to check for your custom modules and its relationship, so we can provide solution with best possible efforts for the same?
Kindly share your WordPress and CRM credentials on support@appjetty.com, so we can look into module name issue and resolve it for you.
Hope this helps! Looking forward for your response!
Regards, Appjetty.
6 years ago
https://s.nimbus.everhelper.me/share/1290806/lyqkqmuaxg54t461sx74
6 years ago
I have to to access my custom module there is only list of default module
6 years ago
Hi Dear,
Thank you for writing!
Surely, you can have custom module access to portal. Can you please share some details related to this module like its fields, its access rights(add/edit/delete) on portal side, its purpose for customer portal so we can provide best solution.
Just want to confirm that if your custom module has direct relationship with Contact/Account?
We can surely customize it for you with extra efforts and cost.
Kindly write to us at support@appjetty.com, so we can assist you regarding your requirement.
Hope this helps! Looking forward to read from soon!
Regards, Appjetty.