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#2655 - Portal Notifications and Documents

Closed Feature created by kgray Verified Purchase 2 years ago

Any idea how to turn these notifications on inside of customer portal?

Screen Shot 2020-03-23 at 4.23.37 AM.png

Any instructions when using Portal on how to assign a set of Documents to every account to be completed on first login. Can this be assigned to a Suite Group and connected to all new accounts?

  1. Biztech member avatar

    AppJetty Provider Affiliate

    2 years ago

    Hi Dear,

    Greetings of the day!

    In regards to your concern, kindly find our comments below:

    Any idea of how to turn these notifications inside of the customer portal? Currently, In the Document and Opportunity module, the status field does not exist. So it does not display status change preference for the Document and Opportunity module in the Portal side. If you want to allow this notification permission for the portal user than let us know on which field value user gets the notification for the Document and Opportunity module. So we can customize accordingly for you.

    Any instructions when using Portal on how to assign a set of Documents to every account to be completed on the first login. Can this be assigned to a Suite Group and connected to all new accounts? For it, it seems you want to assign a set of documents to account from CRM and it will notify contacts that have the same account. Can you please confirm this?

    Kindly let me know your thoughts on the above point and Let's touch base over the email, where we can assist you further your concern. You can revert us with the details over the @ support@appjetty.com for further communication.

    I hope it helps!

    Kind Regards, Appjetty

    • kgray member avatar

      kgray Verified Purchase

      2 years ago

      Thank you for the response.

      I assume by field value you means such as all Contacts and Users. If you could do that that would be great.

      As to the assignment of documents you are accurate in your assessment but not to accounts but new Contacts and Users that sign up.

      Please let me know it these things can be done.

  2. Biztech member avatar

    AppJetty Provider Affiliate

    2 years ago

    Hi Dear,

    Thank you for your reply.

    In regards to your first comment. we misunderstood your requirement, we apologize for it. As per your previous description, it seems that when any users login to the portal first time than we have to redirect the user forcefully to upload the document page. After uploading documents, the user can access other features of the portal. Also, please share your thoughts on the below queries:

    1)What kind of documents, that user has to upload. Currently, in the portal, the user is uploading a document and those documents are managed in the Document module with some type in the CRM. 2)Or we have to create some file fields required in the Contact module, which can be done by drag and drop and also these fields will be displayed in the Layout in the CRM.

    Kindly let me know your thoughts on the above point and we can assist you further for your concern.

    I hope it helps!

    Kind Regards, Appjetty

    • kgray member avatar

      kgray Verified Purchase

      2 years ago

      "when any users login to the portal first time than we have to redirect the user forcefully to upload the document page. After uploading documents, the user can access other features of the portal." This would be perfect as it forces completion of our registration.

      All documents are in PDF of Image format. Registration, NDA, and other agreements need to use our services.

      If the first part is easier than creating fields we would like to do that.

      Anything on Notifications?

  3. Biztech member avatar

    AppJetty Provider Affiliate

    2 years ago

    Hi Dear,

    Greetings of the day!

    In regards to your requirements, we would suggest connecting over the call to discuss the things further and assist you quickly with your concerns. For it, one of our representatives would touch base with you over your email id: kgray@giscorponline.com and would be assisting you further.

    I hope it helps! Let me know in case of any other concerns.

    Kind Regards, Appjetty

    • kgray member avatar

      kgray Verified Purchase

      2 years ago

      So all that and no clarification? Why do I need to call someone?

  4. Biztech member avatar

    AppJetty Provider Affiliate

    2 years ago

    Hi Dear,

    Greetings of the day!

    In regards to your concern for the SuiteCRM Customer Portal, it seems you are already connected with one of our representatives over the email and discussing the things further over there.

    I hope it helps! Let me know in case of any other concerns.

    Kind Regards, Appjetty

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