Customer Web Preferences Setup

- Setup > Company > Customer Web Preferences 

1. Choose the Legal Entity

2. Choose settings (described below)

Automatically set photo imports as "Visible to Customer": When checked, any photos added into Nexsyis will automatically be marked as "Visible to Customer"

E-Authorization Wizard / Include Estimates: When checked, and estimate(s) have been imported into a Folder, an estimate summary page will be shown to the customer in the e-Authorization wizard

Customer Portal:

a) Show Sales Resource instead of Service Resource: When checked, the Folder Sales Resource will show as the contact on the Customer Portal 

b) Show Target Date: When checked, the Folder Target Date will be visible on the Customer Portal 

c) Show Estimates tab:  When checked, the Estimate(s) will be visible on the Customer Portal 

d) Show Photos tab: When checked, Photos marked as "visible to the customer" will be visible on the Customer Portal 

e) Show Documents tab: When checked, documents marked as "visible to the customer" will be visible on the Customer Portal