How can a contact run a function from the portal?
I need a contact to be able to execute a function from the portal. A key part of the function is to open a webpage where the contact will have access to what they need, based on info in CRM. I have tried:
- Using buttons: buttons don't appear to show up in the portal
- Using workflows. The response did not occur as anticipated (code is good, it is used elsewhere)
- My only other thought is to add a URL field with instructions for the contact to copy/paste the field
- This is less-than-ideal, as this is not as simple as a button or field, and exposes information to the contacts I would rather they do not have access to.
I tried searching but I did not find any solutions.
What ideas/thoughts/solutions do any of you have?