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 do I create a case on the customer portal?
How can I upload a document to 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?
Will the pie charts in the Customer portal display colors?
What are the steps in Two-step authentication for customer portal login?
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?

Where do I find FAQs on the Customer Portal?

Follow these steps to view FAQs in the Customer Portal:
  1. Log in to the portal.
  2. Select FAQ from the menu.
  3. Use the search bar to look for an answer.
  4. Click more… to view other FAQs.

Note: Recently added FAQs are shown on the portal homepage if enabled by the CRM admin.

To learn more about the customer portal, click here.
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