FAQs in this section
Can I configure the customer portal to suit my needs?
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 theme of the customer portal?
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?
How do I know if my customers logged in to the customer portal?
Can I set a default assignee for cases coming in through the customer portal?
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?
Where can I find the customer portal's 'login details' and 'forgot password' emails?
How can I change the language in customer portal?
How do I view customer comments on a record from the Customer Portal?
How do I find who created a record through the Customer Portal?
How to find out who last updated a record through the Customer Portal?
What happens if a customer who created or modified a record via the Customer Portal is deleted?
How can I view my responses to customer comments in the record created via the Customer Portal?
Is there a cost associated with using the Customer Portal?
Can I request an upgrade, replacement, or additional service through the Customer Portal?
What options do I have when requesting a product or service change via Customer Portal?
How do I download a record from the Customer Portal?
Does Vtiger have a Customer Portal?
Why is the Customer Portal not working?
Why is my password not working for the Customer Portal in Vtiger CRM?
How do I change the customer portal URL?
How do I personalize the URL of the Customer Portal? Is it possible?
How do my customers view FAQs in the Customer Portal?
What is the Customer Portal?
Is there a way to choose which records can be shown in the Customer Portal?
How do I change my Customer Portal password?
Where do my contacts receive Customer Portal login details?
Why is my customer is not able to log in to the customer portal?
How do I log in to the Customer Portal?
Can I export Cases from the Customer Portal?
Can I download a document from the Customer Portal?
Will the pie charts in the Customer Portal display colors?

How do I select the email templates for customer portal's 'login details' and 'forgot password' emails?

Vtiger CRM provides default email templates to send the login details and the forgot password link to customers. 

Follow these steps to select the email templates for 'login details' and 'forgot password' emails:
  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Select Customer Portal under Configuration.
  4. Select the desired email template under the Login Details Template and Forgot Password Template fields.
  5. Click Save.
To learn about creating email templates, click here.

 
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