Portal - cannot get export to work

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  • rmorgan
    Member
    • Feb 2019
    • 60

    #1

    Portal - cannot get export to work

    I am getting leads in from Facebook/Instagram and I have a separate company who are contacting the leads via the portal. They are accessing the portal ok, but requested the ability to export to Excel but iot doesnt seem to work. The export persission is set to yes for the portal role -


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    Here is the portal access -

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    But they dont get the option to export. Export only appears in admin mode. I am using version 9.1.8
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    Any idea why?​
  • victor
    Active Community Member
    • Aug 2022
    • 971

    #2
    I can't reproduce your issue:

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    A possible cause could be a problem with your browser cache or with the EspoCRM cache. Try to Export as Portal User from an incognito browser tab. If the Export button does not appear - make a Rebuild (in Administration -> Rebuild) and try to Export as Portal User again.

    Comment


    • heint
      heint commented
      Editing a comment
      same here, everything works fine
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