The purpose of the Customer Portal is to give customers access to estimates, orders, and updates through your business. Customers can be granted limited or full access to approve artwork and estimates, or to pay for an order through a Direct Link sent by you, or by using a Login. For more information on the Customer Portal, please see Customer Portal Module Overview.
TABLE OF CONTENTS
Direct Link
This is a limited way for the customer to access the portal. A link must be sent by you to the customer after an Estimate or Order has been created.
Note: The customer will be able to see the details for the specific Estimate or Order, but will not have full access to the Customer Portal or their Order history.
To send a Direct Link navigate to Sales / Estimates or Orders.
1. Select the desired Estimate or Order.
2. Select the Email icon.
3. Select the appropriate template.
Note: If you do not see the template you would like, select Manage Email Templates to be taken directly to the Email Templates page where you can create a new template. For information about templates, please see Email Templates.
4. Fill in the necessary information.
5. Select Send Email.
Note: Not all templates will include links to the customer portal. Some will only have an attached document. These options can be configured by you when creating a template. For information about templates, please see Email Templates.
Login
You can give your customers full access to the Customer Portal by sending them a Sign-in Invite. These invites can be sent during customer profile creation, or anytime after.
To send a Sign-in to an existing contact navigate to Sales / Customers / Contacts.
1. Select the contact you would like to invite to the Customer Portal.
2. Navigate to the Contact Details tab.
3. Click Add Sign-In.
4. Enter an email if prompted, or select an existing email.
5. Select Create and Send Invite.
Note: For new customers, simply add the Username during profile creation and select Create and Send Invite.
Note: Customers can use the link in their inbox to access the customer portal and finish setting up their login. For more information about the customer's perspective from the Customer Portal, visit Customer Portal Module.