Home  >   FAQs   >  How do I know if my customers logged in to the customer portal?

How do I know if my customers logged in to the customer portal?

Table of Contents
When your customers log in to or log out from the customer portal, it is recorded in the CRM in their contact record.

Follow these steps to view your customers’ login and logout activities:
  1. Click the Main Menu.
  2. Go to the Essentials tab.
  3. Select Contacts.
  4. Open a contact record that has portal access.
  5. Click Filters in the Activity section in the Summary View.
  6. Enable Customer Portal under Customer Touchpoints.

When you do this, you will get the login and logout updates in the Activity section of a contact record.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2022 Vtiger. All rights reserved.