Editable Portal Page
We would like when the customer logs into the customer portal using their ticket and last name that it go directly to the view all tickets page.
is there anyway to edit the customer portal or what the customer sees there?
Michael Fowler
shared this idea
Hey there – We added Customer Portal Permissions which controls what the Customer/Contact is able to see or do within the Portal. There isn’t a plan to add the ability to force the portal to go the Tickets page, but you can at least make it so they only see the Tickets Section in the Portal.
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Kiernan Gulick-Sherrill commented
@bobby - Is there no way to set Password/Credentials section as editable for customer to add/edit their credentials?
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Dan Marrero
commented
It would be great to be able to customize the look of the portal page, not only the landing page but also the the page the customer sees after login. Being able to add the company logo on the header is pretty common with many other platforms. The option to enable certain boxes by having a check boxes on the back end which will enable the sections on the customer portal. Also, the ability to rearrange the layout, change the colors, table headers and/or background would be awesome. You know, to make it match our current website so the customer does question where they were taken to because it looks soooooooo different.
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Anonymous
commented
I would like to remove Estimates from the portal... we use these internally to work out costs and therefore don't want the customers to see them
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George McCracken
commented
Totally agree! We need to be able to customize what is visible based on who is logged into the customer portal.
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Re-store
commented
Showing only tickets is a good idea. Let the admin choose what is visible is a better one.
Our issue is that we don't want to show the invoices. Some of them are paid with no tax (fact that is illegal according to the law) and it is not wise to have it published.
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tom
commented
Hi Troy,
What is the status of this suggestion?
Thanks!