Thanks to the MYC Customer Portal, as seen before, we have the chance to enable all the native modules of vTigerCRM and the custom ones in the Customer Portal.
This could create many and different types of view. For example, we need a default view as a list on the Invoice module, so that we could see all the records in columns, or ,for example we could need the gantt view on Project module, cos we have the need to share with the customer the progress status of the tasks. Another example could be the need to show a calendar, to share for example, the information about the courses, or the events dates.
Let's see in detail the different types of view that we can use with MYC Customer Portal.
By picking up the "List view" we should have a column layout, with all the shown records with the fields we chose to show in "list field", and the number of records shown on each page.
The result could be a list of quotes, invoices, orders, or just the records of a custom module, with the fields we want to show.
In this case we are showing the Quote module and fields like Subjet, quote stage, organization name, billing and shipping address.
These fields can be picked up by ourself, and we also have all the records field present in vTigerCRM.
The "Grid" view let us show the records in a different way, like we could, for example, decide to show the picture of a product, already in the preview.
Also in this case, we should set the grid view, and the fields we want to share through the private area. In this case we choose the Products module, and the field to be shown are product name, manufacturer, type, and product image. At last, also the number of records to show.
The result will be a grid of products, including title, image description, and as always, we could share all the fields present in vTigerCRM. Furthermore, you could always see the List view button at the top of the page, that will allow us to switch to List view at any time.
In this example used on ticket module, the cards are usually split by status, so we should see In Progress, Wait For Response, Closed, Open.
The fields we choose to show are Status, Assigned to, Ticket number, Last modified by.
In this case, our customer will have this view, being able to decide to view the tickets by status, by using the Kanban view. Clearly, you could always choose to switch the view at the top of the page to have the List view.
The calendar view is really important because you can share events, exhibitions, courses or anything else you want Thanks to the Calendar view, you could highlight the dates present in vTigerCRM that you want to show.
In this case, we should set as the Default view, the Calendar one, and then we should set the date fields, like the startdate and the expiring date of a specific event.
The result will be that our customer will be able to see the dates of our events on a calendar, so they will have a complete picture of the events, with the chance to access to the detail view, and have more information about it.
This type of view is dedicated in particular when we want to share the tasks progress of a project, or when we want to show anyway a Timeline in a Gantt chart.
In this case we used the Project module.
So, once we set as default the Gantt view, we're gonna set the configuration, like start date, end date, etc, etc...
Our customers will have the Gantt view with starting date, expiring date and the details we picked up. Furthermore, they can access the project detail to have more information.
Details View and Edit View
These two type of view usually hold when we have just one record to show so that we can directly access to the detail view or to the edit view, that's because when we will have more than one record to show, it will be shown always the list.
An example that we could use, present in our MYC Customer Portal, it could be the edit view applied to the billing data collection. In this case, cos we have only one organization, the customer could be directly access to the detail view or the edit view of the organization datas.
In this case, we show you the edit view, so, once we set it as default, we should set the fields we want to be edited by our customers.
Unlike the other views, to complete the process, once we enable the module in the Customer Portal, we should go to the CREATE/EDIT tab.
In this example we don't want that our customers are able to create new organizations, so we should enable only the fields aout the edit, then, since we need this configuration to have customers info always updated, we should enable the necessary fields, like VAT Number, Billing address, state, postal code, etc, etc...
Thanks to this configuration, our customers will have to do nothing but change the information and save them. They will already have the direct access to the edit view. The detail view works the same way, and it will be always possible to enable the edit of the fields that we want.
All the functions can be used at the same time, making the customer the choice to decide which view to use.
These views are all available in the PRO version of MYC Customer Portal, purchasable at this link.
If you need to use vTigerCRM in combination with the MYC Customer Portal, please contact us.
Together we'll analyze the best solution for your staff and your customers!