Try the potentials of this portal by setting all kind of parameters of your modules.
Adapt easily the portal behavior to your business logic. With the many configuration parameters available in the portal you will be able to easily adapt it to your reality, changing quickly the localization preferences, date formats, reordering your modules, adding your payment gateways and currencies. The following are the main areas in the general configuration:
Configure any module from your CRM to do exactly what you need. You can configure ANY module from your CRM, including custom modules, and all the powerful features will be available for it independently if it is native or custom module you will be able to show and receive comments, get attachments from your customers, show related records, receive payments, allow your customers to update or create record, enable PDF downloads etc..
Give to your customers only the informations they need. Give to your customers only the informations they need. With the powerful and simple visibility condition system and views configuration you can show to your customers only the informations that they need preventing they to see unwanted data. You set one or more combined conditions to show only the records that respect that rules based on the record field values, you can use any field of the module to create your visibility conditions, including date, checkbox, picklist, multipicklist and relationship fields, also matching record values with values from the logged customer record.
Get your crm informations updated directly from your customers. With just two few steps you can enable your customers to update or create new records in your crm specifying which fields he can fill, you can also enable your customers to upload attachments to any configured module that has a relation with the Documents module, the attachments will be automatically uploaded in your crm. The creation/edit and upload functionalities can be independently enabled for any of your module configurations, so you can easily allow your customers to edit/create only records that respect your conditions.
Create multiple configurations for any module, forgot about limits. You may need to show to your customers different informations from the same module but creating 2 submodules in the portal, with different configurations and permissions. For example you may have a view for the “Open Tickets” with comments and attachments upload enabled and a view called “Closed Tickets” with comments and attachments upload disabled.
You can choose to show different configurations depending on the type of logged customer using the powerful Customer Profiles system, for example you may have customers categorized as TECHNICAL and ADMINISTRATION for the same organization, where only TECHNICAL customers should see the TICKETS module.