Contacts (Accounts) - Portal Access Logic Correction (20173)

Previously, when a new contact was added and the account class has Auto Send Portal Invitation on Contact Creation was set to Yes, the portal invitation link was sent, but the Enable Portal Access checkbox remained unchecked in Add Contact, preventing the contact from accessing their portal account. This has been updated so that when the account class setting is enabled, the Enable Portal Access checkbox is automatically checked granting portal access to the customer.



Pathway: Setup > Account > Account Class > Customer Portal [tab]   |   Customer Service Screen > Add Contact