FAQs in this section
Can I configure the customer portal to suit my needs?
What is the customer portal?
How do I give my customers access to the customer portal?
How do I configure the customer portal?
How can I host Vtiger's customer portal on my server?
Can I change the URL of the customer portal?
Can I change the theme of the customer portal?
How do I select the email templates for customer portal's 'login details' and 'forgot password' emails?
Is there a way to hide modules from the menu in the customer portal?
The customer portal login details were not delivered to my customers. What is the issue?
Where do my contacts receive portal login details?
How do I know if my customers logged in to the customer portal?
Why is my customer is not able to log in to the customer portal?
Is there a way to choose which records can be shown in the customer portal?
Can I set a default assignee for cases coming in through the customer portal?
How do I log in to the customer portal?
How do I change my portal password?
Where can I edit my name, phone number, etc. on the customer portal?
How do I create a case on the customer portal?
How can I upload a document to the customer portal?
Where do I find FAQs on the Customer Portal?
Can I download a document from the customer portal?
Can I export cases from the customer portal?
Where can I find the customer portal's 'login details' and 'forgot password' emails?

How do my customers view FAQs in the customer portal?

The customers must log in to the customer portal to view the FAQs that you have published. To give them the login credentials, you must enable the Portal User field in the contact record of the customer.

Follow these steps to give access to the customer portal to a contact:
  1. Click the Menu icon.
  2. Go to Essentials.
  3. Click Contacts.
  4. Select and open a contact record for which the customer portal must be enabled.
  5. Click Deep Dive.
  6. Look for the Portal User field and enable it.
  7. Click Save.
When you do this, your customers will receive credentials on their contact email address, using which they can log in to the customer portal.

Follow these steps to view FAQs in the customer portal:
  1. Click the URL in the email. It will take you to the login page of the customer portal.
  2. Enter the credentials specified in the email to log in. You will land on the customer portal home page.
  3. Click the FAQ tab on top of the screen. You will see all FAQs published in the portal.
  4. Click more… to view other FAQs.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube