How do I view customer comments on a record from the Customer Portal?
To view customer comments made through the Customer Portal:
- Log in to your CRM account.
- Click the Main Menu.
- Go to the respective module (e.g., Cases, Deals, Contacts). The List View of the module opens.
- Open the record created by the partner. The Summary View of the record opens.
- Go to the Activity section in the Summary View.
- Review the comments added by the customer, which display the customer's name and timestamp.