Using the Customer Portal
This article is helpful to you if:
You are a user of Hope & Teal customer portal build on VTiger
Table of ContentsView your or your organization’s records
Logging in to the Customer Portal
You will receive your login credentials by email when sent by the CRM admin.
Follow these steps to log in to the portal:
Editing your Profile Details
Your profile details are a replication of your information stored in the contact record in the CRM. Whenever you change your details from the portal profile, the changes are reflected in the CRM record.
Follow these steps to edit your profile details:
Creating a Case from the Customer Portal
As a Vtiger user, if you are facing a problem using Vtiger, you can report it as a case. You can also view all your open cases in the portal.
Similarly, your customers can report an issue that they are facing with your product/service using the customer portal.
Follow these steps to create a case:
Follow these steps to create a case from the portal homepage:
Uploading a Document to the Customer Portal
There are two ways to upload a document.
Follow these steps to upload a document to the portal:
Follow these steps to upload a document from the portal homepage:
Viewing FAQ in the Customer Portal
The customer portal can be accessed by using the login credentials received by email.
Follow these steps to view FAQs in the customer portal:
Click more… to view other FAQs.
Note: Recently added FAQs are shown on the portal homepage if enabled by the CRM admin.
Actions Possible on the Records in the Customer Portal
Here are the actions that you can perform on the records in the customer portal:
Follow these steps to download a document:
Note: You can download documents from the Inventory modules only – Invoices, Quotes, Products, Services, Assets, Purchase Orders, Sales Orders, Vendors, Work Orders, and Credit Notes.
Follow these steps to sort a list of records:
You can filter cases by status and export them.
Follow these steps to filter and export cases:
Cases are exported in file with .csv format.
This option lets you toggle between the records related to you and anybody in your organization.
Follow these steps to view a record: