Friday 7 July 2023

Customer Cockpit / Customer CRM

100. Customer Cockpit / Customer CRM

(Customer portal customization)


Customer CRM

Customer Login Setup on Customer page


By using these credentials you will be able to login into the Customer Portal


CRM types which are setup up be shown in the Customer Login 


Here we setup Notes CRM Types should show in the Customer Login Module

If you enter any CRM event in Customer Page with CRM Type as Notes.

Or 

Add a CRM Event for any Specific Job

The Customer can see these messages from their Portal

It would show the messages that are Read or Unread.

You can send a reply from the Job Detail page as well.