- Getting Started
- Managing Duplicate Records
- Basic Navigation
- Key setup steps
- Additional setup steps
- Configuring Dropdown Lists
- Creating New Records
- Tips & Tricks
- Using the Kanban View
- Using the Map View
- Advanced Filters
- Setting Up Grid Layouts
- Show and Hide Columns
- Open or Edit Existing Records
- Syncing Your Accounting System
- Setting up your CSV file for Import
- View Details on Map Pins
- Change the Column order
- Company Information
- Filter Map Records
- Sorting Records
- Import Data from Excel or CSV
- Colourise Map Records
- Filtering Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- CRM Integrations
- Connecting Stripe
- Novum Networks
- Payment Gateways
- Google Maps
- Customer Portal
- Connecting with BurstSMS
- Connecting with Campaign Monitor
- Connecting with eWay
- Connecting with Ezidebit
- Connecting with Machship
- WooCommerce integration settings
- Connecting with Mailchimp
- Setting Up SMTP Email
- Connecting with WooCommerce
- Customer Portal for customers
- Installing Inbox Insights
- Syncing Your Outlook Emails, Calendar & Contacts
- Troubleshooting the Outlook Add-In
- WooCommerce integration
- SMTP for Gmail
- Jobs, Assets & Service Management
- Products, Inventory & Pricing
- Sales Pipeline
- Shipping & Freight
- System Settings
- Workflow Management
- Quoting & Selling
Customer Portal is exactly that – a window into your CRM that is tailored for your customers.
To learn more about Customer Portal click here
- When you create a Quote, Sales Order or Invoice for a customer in CRM, they will immediately be able to view these in Customer Portal.
- From CRM, you can customise the look and feel of your Customer Portal, control which of your customers have access, and which features they have access to.
- The number of customers that you can invite to use your Customer Portal will depend on whether you have access to the free or paid version.
Once logged into your portal, customers will be able to:
- View and place online orders for your Products – prices shown for the customer will be in accordance with the price level you have set them up with in CRM and customers will be able to see current stock levels for each product. Items can then be added to the user’s cart, which will generate a Sales Order and for you in CRM and create an Order in the portal for the customer.
- View Quotes that they have requested from you in portal, as well as quotes you have previously issued to them.
- View and track the status of all their Orders – both ones that have been previously submitted or new ones that are created by the customer in the portal.
- View and track the status of all their Invoices and pay them online. Tall Emu CRM integrates with Stripe and eWay for online payments – you can learn more about these services with our guide to payment gateways and then learn how to set up the integrations with our online guides.
- View and track the status of all their Tickets.
- View and track the status of all their Jobs.
You can set up and configure your Customer Portal from Admin > Integrations > Customer Portal – just click on the Settings button.
From the settings page, you can configure the following aspects of Customer Portal:
- Choose your Customer Portal URL – you can use a Custom subdomain or Custom Domain. If you’d like to use a Custom Domain, please contact us at [email protected].
- Customise your branding by adding your logo and colours.
- Choose which features are available to your customers.
In the first section, you can choose from either:
- A Custom Subdomain – ensure this box is ticked, type in your preference and click Test. All Customer Portal subscriptions automatically give you the ability to use a Custom Subdomain.
- A Custom Domain – this is an additional paid feature of Customer Portal. Just ensure that the box is ticked, enter your desired domain and click Test. Contact us at [email protected] if you’d like to utilise this option.
The next section allows your customise the look and feel of your Customer Portal by adding a logo and selecting the colour scheme you would like to apply.
The last section allows you to select the features that your customers will have access to in the portal – tick to add and un-tick to remove the features from Customer Portal.
Make sure that you save your changes and test your Customer Portal configuration by using the buttons at the bottom of the screen.
- Select and open the desired Company record.
- Click on Edit.
- Tick the box next to Allow Customer Portal.
- Click on Save & Close.
The Company will now have access to Customer Portal and you can now create logins for specific Contacts so that they can access the portal.
Note that you must have first given the Company access to the portal before you can create logins for Contacts.
In the Company record, navigate to the Contacts tab and select the person you’d like to create a login for.
When the Contact record opens, you will see a new button to Create Portal Login – click this to provide the person with a login. You can repeat this process for each Contact that you want to have a portal login.
The Contact will then receive an email granting them access to Customer Portal – they just need to click on the Accept Invitation button in the email.
Once the invitation is accepted, the Contact will then be taken to set up their portal password.
Once the password has been created, the user will be taken directly to your portal login page where they can log in with their email (the login email will be the one that the initial invitation email was sent to) and password.
In Teams, you will have a new Team called Customer Portal Users – this is created by default when you have the portal active on your subscription. If you haven’t yet added portal capabilities to your subscription, you will not see this Team in your system.
If you scroll to the bottom of the permission list, you will see that there are options specifically for Customer Portal – you can determine what your customers can see and do by adjusting these permissions. Ensure that you click on Update to apply any changes you make.
At the bottom of the Team form, you will see all the members that have access to your Customer Portal.