by AppJetty

Reduce Operational costs and improve customer satisfaction by giving access of advanced knowledge base and robust ticketing system to unlimited customers. Get your custom data-management flow configured with SuiteCRM customer portal for WordPress.

Free 30 day trial
Try it Now

#382 - Missing SuiteCRM Modules Portal Setup

Closed Bug? created by ghansen 7 years ago

I just set up finished setting up wordpress portal with SuiteCRM 7.8.3. I have it working on both sides, wordpress and suitecrm. When I went to setup the Portal User Groups I have access to the following SuitCRM Modules: - Calls - Cases - Contacts - Documents - Leads - Meetings - Notes - Opportunites - Accounts - Tasks

It looks like i'm missing and they do not show up in any dropdowns: Invoices Quotes Contracts knowledge base

Also my wordpress looks nothing like the demo site, do you have a wordpress setup guide to replicate your portal?

  1. ghansen member avatar

    ghansen

    7 years ago

    please disregard the comment about the wordpress theme setup, It was the option in the wordpress portal settings that I had changed, once i changed it back to the default it now displays like the demo site.

  2. ghansen member avatar

    ghansen

    7 years ago

    Uploaded the updated version which I downloaded int the SuiteCRM store and the rest of expecting modules appear. Thank you for the quick response.

  3. Biztech member avatar

    AppJetty Provider Affiliate

    7 years ago

    Hi There,

    Glad to know that the product is working fine for you now. Please feel free write us at support@appjetty.com if you have any further query.

    We would be happy to assist you.

    Best Reagrds, AppJetty

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
  • "This was the most professional Customer Portal that I've tried. Extremely easy to setup and configure. The support is phenomenal as well. 5 stars!!" - tmonrose

    Read More Reviews