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.
#3037 - Update user info
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.
3 years 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
3 years ago
Hi,
Can i try it on demo? I want to see usability.
Regards,
3 years 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.
3 years 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?
3 years 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
3 years ago
Raj,
It is not good way to open portal one by one. I have 100.000 customers, how can do that?
3 years ago
Dursun,
I can understand.
I can help you write a script which will run via CRON. Hope that works for you.
Thanks, Raj
3 years 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.
3 years ago
Hi Dursun, Any update on above?
3 years 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