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Sugar_Enterprise_7.6_Portal_Deployment_User_Guide.html
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Sugar_Enterprise_7.6_Portal_Deployment_User_Guide.html
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<p>The Vodafone CRM Portal is a powerful tool that allows Vodafone CRM users to interact with customers and share information related to multiple modules (Bugs, Cases, Knowledge Base). The portal allows customers to log in and review information directly from your Vodafone CRM instance and perform actions such as submitting cases and bugs, communicating with your employees regarding the cases and bugs, as well as reviewing knowledge base articles. </p>
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<p>For a customer to be able to access your instance's portal, the customer must first be recorded as a contact in Vodafone CRM. In the contact's record view, you can set up the username and password that the contact will use to log into the portal. In addition, the Portal Active checkbox must be marked in order to enable access to the portal. Portal users can be created either through a process initiated by the customer from the portal, or by a Vodafone CRM user via the <a href="Sugar_Enterprise_Application_Guide.html/#Contacts/">lead</a> will be created in your Vodafone CRM instance. The lead must then be qualified and <a href="Sugar_Enterprise_Application_Guide.html/#Leads/">Contacts</a> documentation.</p>
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<p>The contact's portal account details (Portal Name, Password, Portal Active) can be edited via the <a href="Sugar_Enterprise_Application_Guide.html/#Contacts/">user profile</a> in the portal. This allows customers to keep their contact information up-to-date and make any changes as necessary. If the user's portal password needs to be updated, it can be done via the user profile as well. </p>
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<strong>Note</strong>: Any changes made to the user profile will be reflected in Vodafone CRM as well.</p>
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<p>The Vodafone CRM Portal allows customers to create and track their open cases, as well as communicate with the assigned support representative. <a href="Sugar_Enterprise_Application_Guide.html/#Contacts/">cases</a> that are associated to their <a href="Sugar_Enterprise_Application_Guide.html/#Accounts/">notes</a> that the assigned support representative has added to the case. For more information on adding notes to cases, please refer to the <a href="#Adding_Notes_and_Attachments_to_Cases">Adding Notes and Attachments to Cases</a> section of this documentation. Portal users can also add notes to the case via the portal, which will appear in the <span><a href="Sugar_Enterprise_Application_Guide.html/#Cases/">portal</a>. The portal user will be able to view the note's Subject, Description, etc., as well as download any attachments, if applicable.</span></p>
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<p>The Vodafone CRM Portal allows customers to submit bugs to your company, track the status of bugs to receive details on current progress, and communicate with the assigned representative regarding the bug. Please note that <a href="Sugar_Enterprise_Application_Guide.html/#Bugs/">notes</a> that the assigned support representative has added to the bug. For more information on adding notes to bugs, please refer to the <a href="#Adding_Notes_and_Attachments_to_Bugs">Adding Notes and Attachments to Bugs</a> section of this documentation. Portal users can also add notes to the bug via the portal, which will appear in the <a href="Sugar_Enterprise_Application_Guide.html#Related_Module_Subpanels">portal</a>. The portal user will be able to view the note's Subject, Description, etc., as well as download any attachments, if applicable. Please note that there is a 30 second timeout limit for all uploads. </p>
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<p>The Vodafone CRM Portal allows customers to review your company's published <a href="Sugar_Enterprise_Application_Guide.html/#Knowledge_Base/">detail view</a>.</p>
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