Hi,
In the "Contact" tab, at the very bottom, there's a panel titled "Portal Information"
What is this? And how can I use this?
Thanks!
Hi,
In the "Contact" tab, at the very bottom, there's a panel titled "Portal Information"
What is this? And how can I use this?
Thanks!
Hello,
this Portal information you are referring to is for use with the Sugar Portal (something you can purchase, or that comes with the ENT version). The ares in the Contacts module is where the Contact's portal username and password would be populated. This way, your customers could log into the portal and report or view any cases or bugs they might have, as well as view FAQs and knowledgebase items. If you are not using the Sugar portal, then you can just ignore this.
Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net
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