To Navigate to a Portal page:
Step Action
1. Select {Settings} and then select {Online Configuration} from the Online Ordering
section.
2. Hover mouse over the name of desired portal page and select the pencil icon that appears on
the right-hand side of the name. The Portal edit page will open.
Adding Contacts
Step Action
1. From the Portal edit page, select {Add} under Contacts section. An Add Contacts
modal window will open.
2. Select contacts to be added by checking boxes on the left-hand side. To select all
contacts, check box above Name.
3. Select {Add}. A results window will pop-up to confirm the contacts successfully
added to portal.
Editing Contacts
Step Action
1. Hover mouse over Name of item to be edited and select the pencil icon on the right-hand side.
The Contact view page will open.
To make changes, see CRM-Contacts.
Removing Contacts
Step Action
1. Select Contacts to be removed by checking boxes on the left-hand side.
To remove all contacts, check box above Name.
2. Select {Remove}. A window will pop-up to confirm selected items to be removed.
3. Select {OK}. A results window will pop-up to confirm the contact successfully removed.