What is Customer Portal?

How do I provide Customer Portal access to my customers?

How do I setup customer portal on my server?

How do I personalize email template that will be sent to my customers?

How do I configure Customer Portal?

What is Customer Portal for my customers?

How can my customers reset Customer Portal password?

How can my customers generate Tickets (Cases)?

What all records can I share with my customers?

What is Customer Portal

---

Customer Portal helps you deliver value to your customers. The self-service channel offers your customers the ability to generate tickets and refer to faqs. In addition, you can also share Documents, Products, Projects, Invoices, Quotes etc

Getting Started

---

You can provide Customer Portal access to selected number of customers in Contacts module.

Follow few simple steps to grant Customer portal access

1. Click Contacts tab. You can find it under All dropdown on menu bar
2. In the Create view of new contact record, or edit view of existing record, enable the check-box Portal User
3. Provide Support Start Date and End date; your customers will only be able to login within span of Support Start and End dates

4. Customer Portal login URL, User Name and Password will be emailed to your customer automatically.

Setting up Customer Portal on your server

---

Download the customerPortal.zip file from here and make the below changes. This zip file contains the necessary .php, .ini, and other files.

1. Modify your PortalConfig.php file as shown below :

Eg. I access my Simply as https://migration.od1.simplyhq.com, so I will give server path as :

$Server_Path = 'https://migration.od1.simplyhq.com';

Customer Portal path depends on the server where you have installed the customer portal :

$Portal_Path = 'http://192.168.0.136/portal';

2. If you want to add your company image, you need to modify the header.html file and the login.php file.
In both files, the img src should be set to your image path which is present on your server.

3. If u want to upload attachments in the portal, you need to modify the PortalConfig.php file and set $upload_dir like this :

$upload_dir = 'tmp';

4. The maximum upload file size is 2 MB. In case you want increase this size, you need to modify the php.ini file and set upload_max_filesize like this :

upload_max_filesize = 10M

Personalizing Email Template

---

If customer portal access is granted, an email notification will be sent to your customers. This email contains default HTML template designed by Simply. However, you can personalize the email template according to your specifications.

Follow few simple steps to personalize email template

1. Click All dropdown
2. Click Email Templates
3. Click Customer Login Details template
4. Click Edit to modify the template according to your requirements
5. After modifications, click Save

Configuring Customer Portal

---

With Customer Portal Settings, you can restrict or grant your customers the ability to view modules, fields and data. In addition, you can also configure default ticket assignee; as a result, tickets generated from Customer Portal will be assigned to selected user.

Follow few simple steps to configure Customer Portal Plug-in

1. Click gear icon in the top right
2. Click CRM Settings
3. Click ‘Other Settings’ dropdown in the left
4. Click Customer Portal. You can click on pin icon next to it to add a shortcut to your settings home page
5. Set up Customer Portal according to your Organization’s requirements

a. Privileges	To grant your customers the privileges that the selected user has on modules and fields in Simply CRM
b. Default Assignee	Select an user to automatically assign tickets raised by your customers through customer portal
c. Portal URL	This is where your customers will login to access customer portal
d. Module Name	Displays the list of all modules that can be viewed by your customers
e. Enable Module	Enable the check-box to make the corresponding module available to your customers
f. See Records Across Organization	Selecting the radio button Yes enables your customers to view records of other customers in his / her Organization. No enables your customer to view only his / her records

6. Click Save

Customer’s point of view

---

Using the details like Customer portal URL, username, and password, your customers can easily log into customer portal. Not just that, Simply CRM also offers them flexibility to enjoy following benefits through Customer Portal.

Resetting Password

---

Your customers can set up desired password after successfully logging into the Customer Portal.

Follow few simple steps to update password

1. Click My Settings. You can find this link in the top right
2. In the popup, provide the password details
3. Click Save

Generating Tickets

---

If your customers have any issues with respect to the Product that was purchased from you, they can report issues by creating a Ticket (Case) through Customer Portal.

Managing Tickets

---

1. Click Tickets tab
2. Click Show drop-down to Sort the existing tickets by Status.
3. Click Search button to search for existing tickets

Creating New Ticket

---

1. Click on New Ticket to start creating a new case or an issue.
2. In the Create Ticket view, fill in the necessary information
3. Click Save

Accessing Shared Records

---

Customer Portal is a great media to share information with your customers as they can view Invoices, Quotes, Products, Documents, Contacts, Organizations, Assets and Projects. Customers can view records directly related to them or records related to other contacts in same Organization.