Customer Portal

Customer Portal
	Chapter 4. Administrative Tasks

With this menue the CRM system provides a feature that offers customers a limited access to your CRM system, to communicate with your company directly and to have access to customer related information. That includes but is not limited to:

The access to CRM system FAQ's by a Knowledge Base. You may us this to provide release information or to answer common questions on the goods or services your company offers. Note that only information with the status Published will get displayed at the Customer Portal.
The possibility to create and to track tickets.
The possibility to access further informations stored at the CRM such as Quotes, Invoices, Contact and Account information as well as Product listings

You may decide which information will be provided to the Customer Portal as illustrated in figure: Customer Portal Settings. For a proper setup it is recommended that you create special CRM user who relates to a special customer portal profile. This can be used to define the fields to be displayed in the Customer Portal.

Figure 4.59. Customer Portal Settings

You may define who may access the customer portal by a special login procedure and a special URL. Ask your CRM administrator for this URL. The access is controlled by the contacts master data as described in section: New Contacts. Please refer to the Customer Portal Manual for further information, as listed in Appendix: Ressources.


CRM Administration		Appendix A. Administration Examples