by Brainvire Infotech Pvt. Ltd

Discover everything about your customers and account starting from their first interaction with you to the average revenue generated by each of them. The plugin will empower you with the ability to improve each interaction with your customers and nurture long-term professional relationships with them.

Cancel at any time!
Free Trial

#4409 - Compatibility with Customer Portal

Closed Bug? created by scott7 Verified Purchase 4 months ago

I use the customer portal add on from Blackant Solutions - https://store.suitecrm.com/addons/ant-customer-portal. When I installed the 360 view, the ability to give users access to the portal disappeared. When the customer portal by blackant solutions is installed, I have an option when creating contacts, to allow that contact to have access to the portal. It is a simple check box at the bottom of the contact creation form. However, once I installed Customer 360 view, that option disappeared. The portal still worked, but I could no longer give access via the contact form.

I love the look of the Customer 360 View and the easy access to the information, but need the portal more. Is this something that you can review or make changes so that I can use both? Thanks and I am available to help troubleshoot. sb

  1. BrainvireInfotech member avatar

    Brainvire Infotech Pvt. Ltd Provider Affiliate

    4 months ago

    Dear Customer,

    Yes, installing a new addon for detail view will overwrite the old file. But nothing to worry about, as we take backup of old files while installing our addon.

    Please follow the below steps to get it to work:

    There is two files at "custom/modules/Contacts/metadata/", 1. a backup file of editviewdefs.php
    2. editviewdefs.php
    rename that backup file to editviewdefs.php and editviewdefs.php to editviewdefs.php_old.

    Do let us know if you find any difficulty, You can also ping on our skype: aurocrm@hotmail.com

    Thanks Team Brainvire!

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
  • "Love this add on — there is simply no better way to collect all the relevant customer data in one place and quickly see and analyze every important ..." - kevinc

    Read More Reviews