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Customer Portal for SuiteCRM helps your company create and maintain a standalone portal for your customers, enabling them to log in and use your services, complete required tasks, keep track of support cases and many other functions.

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#3037 - Update user info

Closed General Question created by Ertan Gencer a year ago

I m planning to use it for updating customer info. I want to be sure what all my customer info is correct and verified by them. Is it possible to do it up to date.

  1. blackant member avatar

    Blackant Solutions Provider

    a year ago

    Hi Dursun,

    Yes, customer can update their own information by logging in to the portal. You can decide which fields to show on the Edit view or Detail view as well.

    Thanks, Raj

  2. dursun.tosun member avatar

    Ertan Gencer

    a year ago

    Hi,

    Can i try it on demo? I want to see usability.

    Regards,

  3. blackant member avatar

    Blackant Solutions Provider

    a year ago

    Portal's Demo URL - https://demo.blackant.io/portal/v1.5/login Username: info@blackant.io Password: demo

    After login, go to My profile (https://demo.blackant.io/portal/v1.5/my-profile). From there, customer can able to edit their information.

  4. dursun.tosun member avatar

    Ertan Gencer

    a year ago

    Ok, I want to use it for all my customer. My all customer can update their info on portal. But, How can apply portal feature for my all customer? Should i do it one by one for each record? And can i change portal theme?

    • blackant member avatar

      Blackant Solutions Provider

      a year ago

      Dursun, Yes, all your customers (Contacts) can able to login and update their information.

      After you install our module, you can able to see a panel at the bottom of the Contacts module. There you can find three fields. If you check the "Enable portal" checkbox, and enter the "Username", and save the record. It will send an email to the customer with a link to login (where customer can set the password).

      Right now, there is not option to send it to all the users at once.

      If you want, we can schedule a call and I can explain the process. Email - support@blackant.io

      Thanks, Raj

    • dursun.tosun member avatar

      Ertan Gencer

      a year ago

      Raj,

      It is not good way to open portal one by one. I have 100.000 customers, how can do that?

    • blackant member avatar

      Blackant Solutions Provider

      a year ago

      Dursun,

      I can understand.

      I can help you write a script which will run via CRON. Hope that works for you.

      Thanks, Raj

  5. blackant member avatar

    Blackant Solutions Provider

    a year ago

    Also, we don't have the option to change the theme now.

    Some of the clients requested this feature as well. It will be available in the future release.

  6. blackant member avatar

    Blackant Solutions Provider

    a year ago

    Hi Dursun, Any update on above?

  7. blackant member avatar

    Blackant Solutions Provider

    a year ago

    Hi Dursun, I am going to close the case for now. If you have any questions, feel free to contact us via email - info@blackant.io or create a new case here.

    Thanks, Raj

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