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Customer portal in V5 B2
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Otis



Joined: 28 Oct 2005
Posts: 46

Posted: Sun Jul 16, 2006 4:41 pm    Post subject: Customer portal in V5 B2  

Is the customer portal section included in v5beta2 ? I have created contacts added as a portal user. Vtiger send the email to contact with customer portal login information, but the link is invalid.

http://mywebsite.com/customerportal/cp_index.php

I do not see a customerportal folder in the vtiger directory. Please advise.

Thanks

Otis
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codyheit



Joined: 17 Jun 2006
Posts: 258

Posted: Mon Jul 17, 2006 12:56 am    Post subject: Customer portal in V5 B2  

Well I have just installed vtiger 4.2.3 and have the same question!
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codyheit



Joined: 17 Jun 2006
Posts: 258

Posted: Mon Jul 17, 2006 2:39 am    Post subject: Customer portal in V5 B2  

Ok I have found the answer to my question here:

http://vtiger.com/products/crm/help/vtiger_CRM_Customer_Portal_User_Guide.pdf
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Otis



Joined: 28 Oct 2005
Posts: 46

Posted: Tue Jul 18, 2006 1:49 am    Post subject: Re: Customer portal in V5 B2  

Yeah I new about the 4.2 customer portal download, but I believe that v5b2 is different and the 4.2 wont work.
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Sai



Joined: 22 Aug 2004
Posts: 1575
Location: Chennai, India

Posted: Tue Jul 18, 2006 4:16 am    Post subject: Re: Customer portal in V5 B2  

Hi Otis,

We do have Customer portal for v5 version similar to v4.2.x. For testing purpose, you can check out the latest Portal source code from SVN:

http://vtiger.fosslabs.com/cgi-bin/trac.cgi/browser/customerportal

I have not yet provided user manual for v5 - customer portal, which will be ready by GA release.

Thanks,
Gopal
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Otis



Joined: 28 Oct 2005
Posts: 46

Posted: Thu Jul 20, 2006 3:12 am    Post subject: Re: Customer portal in V5 B2  

Thanks! After review, I think I will wait till the final stable release. I assume that it will be built in by then. I like what I see in B5 as I have been testing it for at least 2 months, except the email, since I cant get it to work with our imap server, so I hope that can be resolved b4 the stable release.

Anyway, thanks again and Vtiger Looks good and thank you for the product!

Otis
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Sai



Joined: 22 Aug 2004
Posts: 1575
Location: Chennai, India

Posted: Thu Jul 20, 2006 6:18 am    Post subject: Re: Customer portal in V5 B2  

Hi Otis,

If your time permits, please verify Customer Portal add-on before GA release so that it will be very helpful for us, releasing a stable version for vtiger community.

Thanks,
Gopal
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arosewarne



Joined: 26 May 2006
Posts: 85
Location: North Wales

Posted: Thu Jul 20, 2006 8:46 am    Post subject: Re: Customer portal in V5 B2  

I've given this a quick test and have no trouble connecting or creating tickets.

I noticed that the product doesn't pass through to the ticket (#1755) even when typed exactly right. I think you should be able to pick from a drop down list of products with valid support periods.

All tickets raised seem to default to admin as the owner. My opinion is they should default to the product handler, and if no product is selected then to the owner of module helpdesk.

Which brings me to (what I think is) the limited value of having module on the portal ticket entry. It doesn't seem to be on the ticket and it doesn't assign ticket based on module owner. What does it do? In fact I can't think of an eventuality where the module is not product.

I notice you can now view FAQs while logged on whcih is a step forward but I think the product list could be limited to products with FAQs attached.

Looking good.
Andrew.
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