hi,
if someone can give me the right path, would be greatly appreciated.
we want to do a customer portal for our partners who we issue work orders for our customers, the linkage via lookup fields
Partner -> Work Order -> Customer
in our portal, the primary module is Partner.
as there is no direct link between the customer and the partners, the relevant fields are "hidden" from the portal user.
after raising this to zoho support, it was advices
Partner -> Work Order
Partner -> Customer
Work Order -> Customer
is there a better way to do this?
am aware we can use client script to "store relevant fields" as text field, somehow i cannot get that working right. Also we would need to cover all possible layouts and views to ensure the data is correct.