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 my customers view FAQs in the customer portal?
How do I configure the customer portal?
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 can I host Vtiger's customer portal on my server?

You can host the customer portal on your website or server by downloading this ZIP file.

After the download is complete, you must make the following changes in the config file (/portal/config.inc.php):
  • $site_URL: This is the CRM instance path.
  • $CompanyName: This is the page title that appears on the browser tab.
  • $logoPath: The organization’s logo with the name and extension as ‘logo.ico’ must be placed in the path mentioned here.
Note:
  • You can also refer to the Help.txt file in the ZIP file for more instructions about the configuration.
  • The maximum PHP version supported is 5.5.
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