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?
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 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 I create a case on the customer portal?

There are two ways to create a case on the customer portal:
  1. From Cases in the menu
Follow these steps to create a case:
  1. Log in to the portal.
  2. Select Cases from the menu.
  3. Click the New Case button on the Cases page.
  4. Enter the following mandatory details: 
  • Case Title: State the issue briefly in this field.
  • Priority: Set the priority of the issue – Urgent, High, Medium, or Low. 
  • Summary: Explain the issue in this field.
  1. Click Save.
 
  1. From the homepage shortcut
Follow these steps to create a case from the portal homepage:
  1. Log in to the portal.
  2. Click the Create a case button under What would you like to do?.
  3. Enter the following mandatory details: 
  • Case Title: State the issue briefly in this field.
  • Priority: Set the priority of the issue – Urgent, High, Medium, or Low.
  • Summary: Explain the issue in this field.
  1. Click Save.
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