by Blackant Solutions

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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#3426 - No email send after "Enable Portal" is checked

Closed Bug? created by falco a year ago

We are trying to enable the portal for a demo user. We have checked the box "Enable Portal:" and hit the save button. But our demo user is not receiving an email. the email settings of SuiteCRM are working correctly. What can we do? Could we also manually set a password for the Customer Portal?

  1. blackant member avatar

    Blackant Solutions Provider

    a year ago

    Hi,

    Right now, user name must be an email. Did you enter email there? There is no option to set the password from CRM. In our next version, we are giving an option to send a reset password link to the Customer from the Contact's detail view.

    Thanks, Raj

  2. falco member avatar

    falco

    a year ago

    the username is changed to an email. But still no welcome email. I switched the portal "on" and "off".

  3. blackant member avatar

    Blackant Solutions Provider

    a year ago

    Can you create a new record and give a try? There is a known issue that changing the username won't trigger the email. That is why, we are going to add reset password option.

    • falco member avatar

      falco

      a year ago

      It works indeed, when I create a new contact. Would be nice if it also works for contacts that are already in the CRM system.

  4. blackant member avatar

    Blackant Solutions Provider

    a year ago

    Hi, Added two new links under Actions in Contact's detail view.

    1. Welcome email
    2. Password reset

    Thanks, Raj

    • blackant member avatar

      Blackant Solutions Provider

      a year ago

      This feature is available in v1.6.1. You can download it from the SuiteCRM store. You don’t need to generate any build. Installing the module from the admin end is enough.

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