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An Advance Guide About VTiger’s Customer Portal’s Functionality

April 29, 2016
Article
Customer Portal is a highly customizable tool of Vtiger 7, with which you can facilitate your clients by providing remote support. With this portal, users can report cases, view Knowledge Base (FAQs), Invoices, Quotes, Products, Services, Documents, Contacts, Accounts, Assets, and Projects related to them and their organizations if any, all without any assistance of a support officer. You can read more about Vtiger 7’s Customer Portal and the opportunities it provides in this article: Customer Portal Is A Vastly Customizable Platform For Remote Solutions. Login To avail the endless opportunities provided by the portal, users need to login to the account using the URL, username, and password received via email. Once logged in, the main screen of portal will be displayed in front of the user These following sections comprise the main screen: Announcement Widget Charts Widget Recent Cases Record Widget Support notification Portal Shortcuts Widget Recent FAQ Record