No. of Users / People *
Business Phase (You are able to select more than one option)
Where are Staff:
Aims (You are able to select more than one option)
CRM Integration (You are able to select more than one option)
Which accounting system do you use?
icon-person 02 9299 9959 OR Call Sales

Product visibility in Customer Portal

If you’re using Customer Portal in CRM, you can decide which of your Products are visible there. If you haven’t yet configured your Portal, we have instructions on how to do that here.

Hiding/Showing Products in Portal

On Product records there is a field Hide In Customer Portal – if this box is ticked, the item will NOT be visible in your Portal.

Once the record is saved, the new choice will be visible.

In grid view in Products, you can also add the column for Is Hidden In Customer Portal to quickly see which items are or aren’t available in Portal.

Bulk updating Portal visibility

You can select the items you want to show/hide from Portal in grid view and then click on Update on the toolbar.

In the pop-up box, select the Hidden In Customer Portal field and then ensure the box is/isn’t ticked, depending on if you want the item to be visible or not. Click on Update to apply the change.

This method is good for updating small batches of items.

If you need to update a lot of items at once, exporting the data to Excel, updating and importing it back into CRM to update the Products is a good option.

First Name*:
Last Name*:
Email1*:
Phone (Work)*:
Is there anything else we can help you with:
21 queries in 0.805