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.
#4409 - Compatibility with Customer Portal
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
Other add-ons of interest
Glances - Integrate SuiteCRM with all your apps
The simplest way to work™. Glances integrates SuiteCRM with all your favorite workplace apps, acting as your go-to hub for real-time customer insights and personal tasks.
At a glance, view high level summaries of all related data for a given record. For example, see how many contacts an account has or the total value of all quotes combined for a contact.