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?
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?
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?

The customer portal login details were not delivered to my customers. What is the issue?

The portal login details are sent through emails.

Emails are not delivered to a contact in the following two cases:
  1. Support start date and end date of the contact are invalid
Follow these steps to set the support start date and end date for a contact:
  1. Click the Main Menu.
  2. Go to the Essentials tab.
  3. Select Contacts.
  4. Open the contact to whom you must send the portal login details.
  5. Enable the Portal User field.
  6. Look for the Support Start Date and Support End Date fields.
  7. Enter valid dates.
Note: The support end date must be either the current date or a future date. The login credentials are not sent to the contact if you enter a date that has passed.
 
  1. Email delivery is not set up correctly
Follow these steps to ensure email delivery:
  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Select Email Settings under Configuration.
  4. Click the Edit icon on the Customer Portal setting page.
  5. Scroll down to the Required Opt-in for Email Delivery section.
  6. Enable the checkbox for Allow sending workflow emails to contacts that have opted-out.
  7. Click Save.
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