Setting up the Customer Portal
To set up the Customer Portal, you must:
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1
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Add a user that will be in charge of managing and publishing information on the Customer Portal. For more information, refer to the documentation on the CRM - Third-party module - section Adding a user. |
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2
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Associate the following DMFs with this user, depending on the modules to use: |
- 21**** CUSTOMER PORTAL
- 2101** CUSTOMER PORTAL DOCUMENTS
- 210101 CUSTOMER PORTAL DOCUMENTS VIEW
- 210102 CUSTOMER PORTAL DOCUMENTS UPLOAD
- 210103 CUSTOMER PORTAL DOCUMENTS DROPBOX UPLOAD
- 210104 CUSTOMER PORTAL DOCUMENTS GOOGLE DRIVE UPLOAD
- 2102** CUSTOMER PORTAL SCHEDULES
- 210201 CUSTOMER PORTAL SCHEDULES VIEW
- 2103** CUSTOMER PORTAL FAQ *
- 210301 CUSTOMER PORTAL FAQ ADD MESSAGE WITH NON-RELEVANT VOTE
- 210302 CUSTOMER PORTAL FAQ FORCE VOTE
- 1470** HELPDESK EXTRANET *
- 147001 HELPDESK EXTRANET INPUT FOR ANOTHER USER
- 147003 HELPDESK EXTRANET SHOW TASKS
- 147004 HELPDESK EXTRANET REOPEN ISSUE
- 147005 HELPDESK EXTRANET SHOW REPORTS TAB
- 147006 HELPDESK EXTRANET ENVIRONMENT ALERT
- 147007 HELPDESK EXTRANET MODIFY ENVIRONMENT
- 147008 HELPDESK EXTRANET DASHBOARDS EXCEL EXPORT
- 147009 HELPDESK EXTRANET NEW ISSUE
- 147011 HELPDESK EXTRANET RESUME ISSUE
- 190403 WEB PORTAL SCHEDULES DELETE
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3
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Link this user profile to an external user (usually your customer contact). For more information, refer to the documentation on the CRM - Third-party module - section Adding a user. |