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.
#4655 - Questions
Hello Good Day,
Currently, I am on a 30-day trial period, but I have some questions for you.
- In General Settings, about the modules related to contacts, at first I only added the cases module, which appeared on the customer portal, but when I added the other module, it was still not available on the customer portal. Do I need to download a new portal every time there are changes to my modules related to contacts?
- It is possible to set some fields as read-only in the customer portal or disable the editing or updating of cases if the case is already closed?
a year ago
Hi, Regarding 1st point, no need to take a build each time. Whenever you need to change the URL, you need to create a build. Regarding 2nd point, we don't have that option now.
Thanks, Raj
a year ago
Also, in the case updates at the case module in SuiteCRM, the update text won`t save if you are only adding information in SuiteCRM, but in the portal it works.
a year ago
this is what I am refering.
a year ago
You mean, you can't respond to Cases from SuiteCRM? If so, you need to check the SuiteCRM logs. It's a default functionality of SuiteCRM. We are only handling the Portal side. We fetch the data from SuiteCRM and show it.
a year ago
Hi Raj, There aren't any logs. The SuiteCRM I installed was a fresh one and not customized yet. Can you check on your end? I am using v7.10.36.
a year ago
Never mind on that issue; I already raised this concern to the SuiteCRM community. By the way, can you answer my two questions above, and is it also possible the customer or client can create an account portal using your portal, or are they only allowed to create one from the contact module?
a year ago
Hi, I checked by responding from SuiteCRM. It is working for me. We don't have sign up page. So, User has to create a new Contact with required fields (Enable Portal, User Name) to create a new portal user
a year ago
But it is possible to modily the UI of the Portal Customer on our end? Also, it is possible to unable modify or add update treads once the Cases Status is Close?
a year ago
You can able to change the layout of the views from the backend. Right now, user can update the thread even after it is closed. We can add a section where you can stop this in the future release.