create new ticket
check ticket status| Field | Description | ||||||||||
| Portal Name | This is the internal Name for the portal that will be used throughout the system. | ||||||||||
| URL | This is the unique URL for the portal. It is systemically generated. | ||||||||||
| Active | Toggle switch to Yes or No. If set to Yes, the portal is Active. | ||||||||||
| New Customer Defaults | Select a New Customer Defaults option from the drop-down. This sets the Customer Defaults to be used when a new contact is added or a new contact and customer are registered on the portal. For more information, see Customer - Defaults. | ||||||||||
| Assigned To Contact | This is the User that all new items created from this portal will be assigned to. | ||||||||||
| Handling Fee Type/Amount | This is the type and value that will be added to Shippo's shipping cost. | ||||||||||
| Default Credit Card Processing Account | If you are offering online payments this is the integration that will be used on this portal. There is a system default setting located in Settings > Accounting > Financial > Default Credit Card Processing Account. You only need to select an option at the portal level if it differs from the system default. | ||||||||||
| Meta Description | A meta description is a short summary of a web page that appears in search engine results, below the page title and URL | ||||||||||
| Meta Keywords | Meta keywords are a type of metadata tag that appear in a web page's HTML code to provide search engines with information about a page's content. | ||||||||||
| Show Registration | Toggle switch to Yes or No. If set to YES, a link will be available to register for the portal online. | ||||||||||
| Lock Registration | Toggle switch to Yes or No. If set to YES, the Registration.aspx page will still be accessible but the registration form will be hidden. A message stating 'Sorry, registration for this site is currently closed' will display instead. | ||||||||||
| Browsable | Toggle switch to Yes or No. If set to YES, this portal and any public products can be accessed without a login. | ||||||||||
| Hide Prices | If set to yes, the prices will be hidden on a browsable portal when the user is not logged in. If set to No, the prices will be visible. | ||||||||||
| Register Users Under Specific Customer | This is the Customer that all new Contacts will be registered under for this Portal. This setting is very helpful in a B2B environment with Show Registration set to Yes. | ||||||||||
| Portal Emails | Select an option from each drop-down to set the default canned email for each email type.
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| Admin Email Address | Select one or more Admin Email Address options from the drop-down. An email address can also be manually entered by typing it into the field and hitting 'Enter' key. | ||||||||||
| File Group | Any uploaded files will be assigned this file type when an order is placed online. This is normally set to Customer File. | ||||||||||
| From Email Name | Enter the From Email Name. | ||||||||||
| From Email Address | Enter the From Email Address. | ||||||||||
| Theme | Select a Theme from the drop-down. Note: Primary/Secondary color may pre-fill based on Theme selection. To modify theme options, see Online Configuration - Theme. | ||||||||||
| Primary/Secondary Color | Select a color from the color swatch. If left blank the colors specified at the Theme level will be used. | ||||||||||
| Logo | This is the logo that will appear at the top of the online storefront webpage and is usually your customers logo. Your company logo can be assigned at the Theme level. | ||||||||||
| Customize this Portal | Customization options include: Homepage HTML Custom CSS / Custom Javascript Checkout Checkout Success Message Quote Approval HTML Quote Approval Item HTML Proof Approval HTML Button Labels Pages Navigation Products Contacts |