Setting up the Customer Portal

To set up the Customer Portal, you must:

1 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.
2 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
3 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.