How do I customize Customer Portal home screen?
You can completely customize your Customer Portal Home screen by adding Widgets and Sections based on your requirements. You can also choose to hide or show the default widgets and sections in the portal.
To enable these customizations,
Goto Setup > Customer Portal Settings > Customers Home Page
For detailed instructions please refer to Add Widgets & Sections
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How do I add Customer Portal for my organization?
Customer Portal is automatically enabled if you add Portal Users. To add portal users: Goto Setup > Customer Portal Settings > Customer Portal User > Add Portal User. Also, you can add a contact as portal user. Just open an added contact and click ...
Can I hide a Widget in the Customer Portal?
By default, hide option is provided to all the widgets in the customer home page. Widgets set to show in the customer home page are notified in orange and those hidden would be in grey. To hide a widget, rollover the mouse on it to highlight the ...
Can I customize the look and feel of the portal?
As of now, you're not allowed to change the color or the theme of the Customer Support Portal. However we are currently working on this feature which would enable you to change the CSS of the Customer Portal page.
What is Customer Support Portal?
The Customer Support Portal is a dedicated support area that allows your customers who wish not to contact the helpdesk due to reasons like long call queue and delayed e-mail response.
How can I set permissions to access Customer Portal?
To set permissions to access Customer Portal, Please do the Following: Goto Setup > Customer Portal Settings > Customer Portal Access Settings. Choose from the two options listed below.