+1On these topics from about a year ago I can see that there wasn’t an autopay option, but is there an autopay feature on the customer portal now?
I have a customer who thinks they are set up on autopay.
Additonally, is there a way to do a customer view of the customer portal so I can know what customers are seeing on their end and bridge any gaps there.
+11I set myself up as a customer with my personal email to see a customer portal view. Not sure about the autopay.
+24I do not see the autopay option on the new portal yet.
On the legacy customer portal, we had a company login that allowed us to view client information and check the portal interface.
For security purposes, Customer Portal 2.0 does not provide a company-wide login. Therefore, our office team created a test customer account so we can review the interface and better assist clients.
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