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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.

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#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

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