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Topic: Setup > Configuration The Customer Configuration document enables you to configure various features associated with Customers. For example, Customer Portal login, and Customer Ref # generation.
To configure Customers, from the Explorer click Setup->Configuration. This displays the Configuration page. Then Click 'Customer', this displays the Customer Configuration Document.
Automatically enabling Customer Portal login By default when a new Customer is created their login to the Customer Portal is disabled. By checking 'Enable login for new Customer' Customer login to the Portal will be enabled automatically (below).
 Auto-enabling Customer Portal login
Customer Ref # The Customer Configuration Document is currently used to configure the unique Ref # assign to a new Customer. The Ref # can generated automatically (if the value is [auto]) or entered manually. In most cases the Ref # can be thought of as the Customer account number. For more information in Ref # use and configuration see Working with Reference numbers (Ref #).
Related tasks and information Working with Reference numbers (Ref #)
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