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.
#3426 - No email send after "Enable Portal" is checked
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?
3 years 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
3 years ago
the username is changed to an email. But still no welcome email. I switched the portal "on" and "off".
3 years 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.
3 years 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.
3 years ago
Hi, Added two new links under Actions in Contact's detail view.
Thanks, Raj
3 years 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.