{% comment %} customer_portal/_portal_login_panel.html ───────────────────────────────────────── Drop this into your customer ADD and EDIT/UPDATE forms, INSIDE the same
that saves the customer: {% include "customer_portal/_portal_login_panel.html" %} On the EDIT screen, pass the existing values so it pre-fills: {% include "customer_portal/_portal_login_panel.html" with portal=portal %} where `portal` comes from: from customer_portal.integration import existing_portal_for_customer portal = existing_portal_for_customer(cust_obj) Fields posted (read by customer_portal.integration.sync_portal_from_request): portal_enabled, portal_username, portal_email, portal_pw_mode, portal_password {% endcomment %}
Allow this customer to login
Give the customer a self-service portal: balance, ledger & invoice printing.
The username is a global login. The same username can be re-used across your other businesses only when the email & phone are identical — then this customer logs in once and picks the business. Otherwise pick a different username.