Multi-site considerations

For multi-site implementations, the same portal user cannot be a partner-customer in one site and only a customer in another site. Also, customer records must be maintained consistently across all sites in the portal site group, to ensure that the customer number in each site is the same. Customers with the same customer number across multiple sites must also have the same default currency code.

Consumer records must be maintained consistently across all sites in the portal site group, to ensure that the same consumer number is used to represent the same consumer in each site. This includes creating consumer records on the Consumers form across all the sites in the portal site group, if you maintain consumer records separately from customer records. See Setting up for warranty claims. Also, customer/consumer relationships must be maintained consistently across all sites in the portal site group.

See Defining replication rules for more information about the addition of records across sites in the portal site group.