Solution to be viewed only by those logged into self-service portal.
Yes, you can restrict a solution to be viewed only by those logged into self-service portal.
When you add a new solution, select the option "Display only to registered customers in customer portal" under the Public Section.
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Solution to be viewed only by those logged into self-service portal.
Yes, you can restrict a solution to be viewed only by those logged into self-service portal. When you add a new solution, select the option "Display only to registered customers in customer portal" under the Public Section.
Associate Service
You can create a 360-degree view of the product to display all the associated details, such as services, trouble tickets, open activities, history of the completed activities, attachments, and notes. In the Service Details page, you can update the ...
Create Service
In CRM, you can create products by: Entering data in the product details form: You can manually fill in the Product details gathered from various external sources. Note Some of the standard fields may not be visible or editable depending on your ...
Attach Documents to the Solution
Attaching from Local Drive You can use this feature to attach documents, spreadsheets and presentations to the records from your local drive. To attach files from local drive Click the [Module] tab. Module refers to Leads, Contacts, Accounts, etc. In ...
Customer Portal
The Customer Portal of Support plays an important role in helping customers resolve their issues by themselves. You can customize this portal according to your requirements and give your customers access to it. For example, you can customize the ...