Customer Portal Setup
This tutorial will explain how to configure and restrict access to job card fields for the customer login..
You can control which fields are visible and which are editable by customers for new jobs..
An example of how you could use this can be: You want your customers to see all the scheduled jobs for them, make changes to job descriptions, but not change the field worker or the appointment date/times..
Let us see how..
From the Admin main menu, choose:
Options -> Job Configuration -> Manage Job Fields for Customer Login
1) Are fields which can be set to be 'visible' for your customers.. Uncheck those you do not want to be visible to your customers..
2) Are fields which you want to be 'editable' by your customers.. Uncheck those you do not want the customers to edit..
3) Choose the labels as they should appear to the customers..
4) Finally Save when done..
Enable/Disable booking jobs by Customers
The 'Add Job' button allows to book jobs by the customers..
You can choose to disable this button, so your customers cannot book jobs for themselves.. Here is how..
From the Main Menu, choose:
1) Clients
2) Choose the Client
3) Hit Contacts List
4) Choose the contact for whom you wish to enable/disable adding jobs in customer portal..
In the Access Details page, at the bottom of the Contacts page,
You can choose if you want to allow the customer to book jobs for themselves in the Customer Portal..
You could also choose to upload a logo for your client from the 'Details Tab' under 'More'
This logo is seen in the header when you client's contact logs in to the customer portal..
Have questions? Feel free to email us: support@connect2field.com
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