You need to use workflow to send that email

Thanks for the guide, it really helped!
I am running into one minor problem.

When I (manually) send the mail for the customer credentials, I receive the following:

“Dear $contact_name$,
Thank you very much for subscribing to the vtiger CRM – annual support service.
Here is your self service portal login details:

User ID : $login_name$
Password: $password$
$URL$”

It does not mention the actual credentials. Anyone know how to fix this?

@Pierre – please disable all warnings in config.inc.php, portalconfig.php and php.ini – it appears that the warning is breaking the portal

Let me know if that helps.

Warning: Illegal string offset ‘user_name’ in /usr/www/users/forbtechcd/portal/portal/CustomerAuthenticate.php on line 50 Warning: Cannot modify header information – headers already sent by (output started at /usr/www/users/forbtechcd/portal/portal/CustomerAuthenticate.php:50) in /usr/www/users/forbtechcd/portal/portal/CustomerAuthenticate.php on line 94

That is correct, the portal that is on the ‘ondemand’ vtiger is different than open source.

I will contact you via email regarding those features.

Thanks

Essentially we do not see all the functions of the Portal Home Layout like: Records visibility, Related Information and Record Permission .

Are we missing something? Can You please help us?

I always play around for a while on things before posting questions but now I’m really at a loss.
I successfully installed vTiger CRM 6.4 and Customer Portal. I know Customer Portal works (though I haven’t tested much, creating tickets, and viewing different items) and I used the email_id and password from vtiger_portalinfo to get it because I can’t receive my Customer Portal Login Details email.
I receive an email (as assignee to the contact) that the contact has been created
the user gets created in the vtiger_portalinfo table
my cron is setup and I see all my worklows started in the “Scheduler” section
my Outgoing Server is setup (obviously since I did it and I receive my other emails)
I also set up my config details with a Helpdesk email address and Reply To address (which is the same)
I made sure that the Contact Primary email adress was different than any of my User/Organization. etc email adress in vTiger CRM (just in case)
I even created a new workflow (additionally to the one already there) with conditions: PortalUser enabled, Start and End date contains something and Primary email contains “@” and used the ToDo SendLoginDetails function (builtin) but I still get no email to my Contact’s Primary email address.

If anyone has a solution for this, please let me know.

Jon

@wboyone

Thank you. That totally worked…I changed the php.ini to display errors to ‘off’.

I am running Ubuntu 14.04 and I had PHP 5.5 with all the extensions as required. I installed php-soap as suggested by the vtigercrm documentation. Nothing fixed the problem.

Here is the fix:

1.) Edit your php.ini file (mine was in /etc/php5/apache2/php.ini)
2.) Find the line “display_error = On” –> Change it to “display_error = Off”
3.) Save your php.ini file.
4.) Restart Apache (/etc/init.d/apache2 restart)

Side note:
If you have DNS resolution for your server, be sure to use the FQDN in both the ./config.inc.php and ./portal/PortalConfig.php files. If you don’t have full DNS resolution, use the IP address of the server in all 4 fields.

eg.
[PortalConfig.php]
$Server_Path = “http://crm.yourdomain.com”;
$Authenticate_Path = “http://crm.yourdomain.com/portal”;

[config.inc.php]
$PORTAL_URL = ‘http://crm.yourdomain.com/portal’;
$site_URL = ‘http://crm.yourdomain.com/’;