Hi,
We’re experiencing an issue in the Portal. When creating a new record (e.g. Quote, Sales Order, etc.), the Account field displays only the ID of the Portal User’s Contact Account, instead of showing the account name.
I have two questions:
Thank you in advance!
We’re experiencing an issue in the Portal. When creating a new record (e.g. Quote, Sales Order, etc.), the Account field displays only the ID of the Portal User’s Contact Account, instead of showing the account name.
I have two questions:
- Is there a setting that would allow the system to use the Portal User’s Account instead of the Portal User’s Contact Account?
- Have you encountered a similar issue, where the Account field shows only the Account ID instead of the Account name? (Please see the attached screenshot.)
Thank you in advance!

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