FAQs in this section
Where do my employees receive their employee portal credentials?
An employee did not receive portal credentials. Why?
What is the Employee Portal?
How do I change the portal password?
What are the different ways I can view internal tickets on the employee portal?
How are the portal credentials sent to employees?
How do I give my employee access to the Employee Portal?
How do my employees log in to the employee portal?
How do I log in to the Employee Portal?
Can I modify my profile details on the Employee Portal?
How do I create an Internal Ticket on the Employee Portal?
Can I see the Internal Tickets created from the Employee Portal on the CRM?
How do I view an Internal Ticket on the Employee Portal?
Can I change the status of an internal ticket on the employee portal?
Can I manually close an internal ticket on the Employee Portal?
How do I add comments to an Internal Ticket from the Employee Portal?
How do I upload documents to an Internal Ticket from the Employee Portal?

Can I show or hide fields in the Employee portal?

Yes, you can show or hide fields from internal tickets in each view of the employee portal - Create, Edit, and List views.
Follow these steps to display selected fields in the employee portal:
  1. Log in to the CRM.
  2. Click the User Menu on the top right corner of the screen.
  3. Click Settings. The Settings page opens.
  4. Go to Module Management.
  5. Select Module Layouts & Fields. The Module Layouts & Fields opens.
  6. Click the Select Module drop-down.
  7. Select Internal Tickets.
  8. Click the Detail View Layout tab.
  9. Enter or select the following information to show a field in the employee portal:
    1. Create a new custom field and enable Quick Create or Mandatory field. 
    2. Select an existing field and enable Quick Create or Mandatory field. 
Note: Disable the Quick Create or Mandatory options for the fields you do not want to display in the Employee Portal.
To learn more about configuring the employee portal, click here.
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