FAQs in this section
How do I install the partner portal?
How do I add partner contacts?
How do I add partner organizations?
How do I give access to the partner portal?
How do I navigate to the partner portal configuration page?
How do I log in to the partner portal?
How do I add records from the partner portal?
Can I change my partner portal's password?
How do I log out of the partner portal?
Does the CRM have the capability to handle third parties, such as a client's partners, who have their own contacts?
What is the Cases Module in the Vtiger Partner Portal?
What is a Case ID in the Cases Module of the Partner Portal?
What are the case statuses in the Cases Module of the Partner Portal?
What are the priority levels in the Cases Module of the Partner Portal?
What is the Ticket Category in the Cases Module of the Partner Portal?
How can I upload files to a case in the Partner Portal’s Cases Module?
How do Updates help in tracking case progress in the Partner Portal?
What are Touch Points in the Partner Portal’s Cases Module?
How do I add a new case in the Cases Module of the Partner Portal?
How do I sort or filter cases in the Partner Portal’s Cases Module?
How do I edit a case in the Cases Module of the Partner Portal?
How do I view case details in the Cases Module of the Partner Portal?
What can I configure about the partner portal?
Table of Contents
Below are the things that you can configure.
Default Assignee
Default assignee is the default case owner for any case created from the Partner Portal.
Forgot Password Template
You can choose the email template for the forgot password email. This email is sent when a partner hits the ‘forgot password’ link on the login page of the portal.
Portal Menu
The menu is what you see on the top of the portal after you login. It shows the modules that you enable under the Portal Menu setting. The available modules are:
Documents Widget
Enable the checkbox to enable the widget on the portal.
To know more about configuring Partner Portal, click here.
Default Assignee
Default assignee is the default case owner for any case created from the Partner Portal.
Forgot Password Template
You can choose the email template for the forgot password email. This email is sent when a partner hits the ‘forgot password’ link on the login page of the portal.
Portal Menu
The menu is what you see on the top of the portal after you login. It shows the modules that you enable under the Portal Menu setting. The available modules are:
- Contacts
- Deals
- Quotes
- Cases (Tickets)
- Calendar
- Documents
Documents Widget
Enable the checkbox to enable the widget on the portal.
To know more about configuring Partner Portal, click here.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment