vtiger 7 customer portal installation

1. : The support end date must be either the current date or a future date. You also have the option to opt-out of these cookies. But if it doesnt save those details should be saving any other information of the contact. The customer portal is a self-service portal where customers can get their business-related questions answered. | Terms of Services In the customer portal settings, the portal URL is fixed and cannot be edited (http://www.mydomain.it/vtigercrm7.1//customerportal) - and it is also connecting to nowhere. vtiger version 7.1 portal version 7.1 (but I tried with 7.3 also) Error is always "Cannot connect to Server.Please configure your site url in provided config file". During our customer portal set up, we make sure to apply the settings that will give your business the customized solutions you need. When you save the customer portal details you said its doesnt work. Privileges The selected role field permissions will be applied to the Customer Portal user. Should be a link to the Authentication file in the vtigercrm/portal/ directory, in this case it will be: $Authenticate_Path =http://demo.vTigerExperts.com/vtigercrm/portal; Once those 2 links have been configured, lets move on and configure the link to the Customer Portal. How to install customer portal module on your vTiger CRM? If you want to get involved, click one of these buttons! I try to install the module, select the zip file and the path keeps changing to: You can see the issue here. Settings - Manage Global Picklists in Vtiger, User Management - Encrypted Field Access Logs, Vtiger Buzz - Chrome Extension for Notifications, Configuring Dependent Fields and Blocks for Modules, Customizing your Self-Service Portal Theme Using CSS Styles, Module Management - Module Layouts & Fields, Configuring 2-Step Verification & Creating App-Specific Password, Adding Additional Hidden Fields to a Webform. Any hints? and ended up with a login page that gave no errors, or any indication that anything was wrong, but wouldn't let me log in. Some of the many great functionalities that vTiger CRM offers for free is the Customer Portal one. Revolutionize the way you serve your customer using VTiger 7 Customer Portal. Blazing-fast, fully-managed Linux VPS for growing websites. This location should be accessible from the web. I need for Customer Portal with urgency, please. //Example: http://yourdomain.com/crm CRM admins can enable the display of FAQ on the portal homepage, helping customers instantly find answers to common questions. When I log in to the portal and select 'Profile' from the user menu on the top right it shows broken image icons with alt text showing 'Contact Picture' and 'Company Logo'. Manual installation How to install vTiger manually Updated on Dec 10, 2015 In this tutorial, we will review the process of installing vTiger manually on your account. In fact there isn't but I don't understand where to get it. which is wrong and should be After extracting the file, your directory will look like: YourWebSite/customerportal/ or something similar. Copyright 2023 Vtiger. widget is shown on the portal's homepage. It looks like you're new here. //CRM URL without trialing/ - When you have an announcement to make or a notification to send to the customers, you can write it in the Announcement block. By continuing to browse the site you are agreeing to our cookie policy. To learn more about this. I'm sure it was included in older releases of Vtiger. Please contact the administrator errors, and I checked everything multiple times. Contact Support Notification (Days before). Have in mind, that if you are having difficulties with it, you can always count on our Genius Support Team. If you are still not able to get it running smoothly or would like professional to do the install, setup & configure for you please contact us at support@VTExperts.com. When I enable the contact, vtiger dont populate the db and the email cant send. -Any update on the record is shown in the portal. It still doesn't show up in the menus so I can configure it properly. Hi, I am still stuck with the problem ""Cannot connect to Server.Please configure your site url in provided config file.", when trying to setup a customer portal in tiger 7.1 At least an year in the contacts module.. Download the zip file to your server. If you want to get involved, click one of these buttons! $site_URL: This is the CRM instance path. Once that is done, find the contact you would like to enable Customer Portal Access to, open the record and check the Customer Portal User checkbox. from cli type this: cd /tmp wget https://sourceforge.net/projects/vtigercrm/files/vtiger%20CRM%207.1./Add-ons/vtigercrm-customerportal-7.1..zip Now you need to unzip it. First of all, you need to login to your vTiger CRMs Administration Panel. My PortalConfig.php looks like this also the End date is 02-15-2015. I selected it during install but it's not there. In the second install. Using VTiger 7's Customer Portal, your customer service department will be able to cater your valued clients in a better manner with more accuracy and efficiency. Keeping this cookie enabled helps us to improve our website. Giving Customers Access to the Customer Portal, : For customers to receive their login credentials, the. By creating a fluid and functional portal, you will improve your sales process and help your business reach its goals. Once the customer portal is installed on the website, an email will be sent to your clients. @SebastiaanCodecycler , Give your database a name. But, the best way of making customer portal available to your clients is using your business website. The screenshots also look different than my install, so I'm assuming it may be for a different version, but I assume the basic ideas still applied. The CustomerPortal module that has the api.php file has vanished. Working with vtiger Customer Portal comprises two parts. No back-and-forth emails or follow-ups are required for the customers to get updates. When I examine the console it shows the errors: Failed to load resource: net::ERR_INVALID_URL data:{{contactDetails.imagetype}};base64,{{contactDetails.imagedata}}:1, Failed to load resource: net::ERR_INVALID_URL data:{{accountDetails.imagetype}};base64,{{accountDetails.imagedata}}:1, unsafe:data:;base64,:1 Failed to load resource: net::ERR_UNKNOWN_URL_SCHEME unsafe:data:;base64,:1. It said that it was already found, as version 6.0.0rc2, and asked if I wanted to update. Learn more about VTiger Customer Portals Functionality in this article, Learn more about How to Setup VTiger Customer Portal on your website in this article, Enhance Vtigers productivity with VTExperts, Streamline communication with VTExperts Email template designer, First of all, to enable customer portal on the website, make sure to, In second step you have to modify configuration file (/portal/config.inc.php), $CompanyName : Enter the name of the company to be appeared on the browser tab. Invest in your customer service and witness the wonders happening. If you download the Vtiger installation files you won't find the directory. A couple of minutes after that, the selected contact will receive his/her login details (username and password) on the provided email and would be able to access the functions, granted with the already set permissions, through the link http://yourdomain/vtiger/portal: To provide you with the best experience, our website uses cookies. Access your website quickly from anywhere with our global network of data centers. This website uses Google Analytics to collect anonymous information such as the number of visitors to the site, and the most popular pages. https://wiki.vtiger.com/index.php/Customer_Portal#Install_Customer_Portal_Extension_Module. Stop giving your customers an inferior experience and contact us today. You will see something similar when you log in to the customer portal: : All customer-related information is readily available. Regards, For example, if you use the Help Desk Starter edition, you can provide portal access to 50 contacts. Note: For customers to receive their login credentials, the Primary Email field in the contact record must contain the customers current and active email address. - Any document related to the records is shown in the portal. It is a self-service portal and your one-stop destination for all your questions. Read-only fields cannot be edited by your customers in the customer portal. There, you can set the permissions for your Customer Portal by going to the gear button at the top right corner and selecting the CRM Settings option: Afterward, go Other Settings at the left side and press on Customer Portal on the drop-down menu, which will appear: Once you are in the Customer Portal section, you can change the permissions of the different categories, according to your wishes and needs and once you have finished, simply click on the Save button below: Next, go to the official vTiger CRM website, where you need to download the ZIP version of the customer portal on your computer: Right after that, unzip its content and upload it in a separate folder in the root directory of your vTiger CRM installation, named /portal. The Vtiger Customer Portal is an online add-on for Vtigers CRM software that allows customers to file tickets for product problems through vendors websites. It is a self-service portal and your one-stop destination for all your questions. Now your Customer Portal is ready for customers to post their Trouble tickets. Browse our range of options, simplify your setup, minimize hassles, and enjoy fully managed hosting that is customized to meet your unique needs. View personal and company records selectively by switching between Mine and All toggle. I believe i can fix this issue after checking the exact problem. Any suggestion on how to fix this problem?? ); Can you give me any hint on how to correct the problem? Award-winning Linux Shared Hosting to start your websites journey with confidence. On the Customer Portal side, the customer logs into the Customer Portal submits the trouble tickets and views the solutions provided by the vendor. All rights reserved. When we help set up your portal, your customers will be able to: Setting up the vTiger customer portal is a highly customizable experience. There, you can set the permissions for your Customer Portal by going to the gear button at the top right corner and selecting the CRM Settings option: This email will contain customer portal URL, login, and password details. Please feel free to get back for any concern regarding your vtiger instance. Copyright 2023 Vtiger. See Records across Organization Either to allow Customer Portal user to see his organization records or not. vTiger Customer Portal Troubleshooting and Errors, Enhance Vtigers productivity with VTExperts, Streamline communication with VTExperts Email template designer. do I need to open up the destination folder or will it be setup automatically by vtiger? Hi @Vivek85 could help us about this issue ? cbservices May 2018 in Vtiger CRM 7.1.0 0 I've got the community version of vTiger 7.1 installed on a shared host. https://www.vtiger.com/open-source-crm/download-open-source/. Customer Portal is an online space where users can self-serve themselves like they can track their inquiries, check their purchase history, manage their invoices etc. - You can choose the records that you want your contacts to see in the portal. http://www.smartsol.it/vtigercrm71test/portal. - The selected email template will send the reset password email when a contact clicks the. Are both in the same server. unzip vtigercrm-customerportal-7.1..zip (if you are on centos and need to install unzip type in " yum -y install unzip " and it will download and install the app) Such fields can be edited by your customers in the customer portal. Note: The number of contacts per user is the number of contacts to whom you (Vtiger customer) can provide portal access. When I've copied that file the problem is solved. First question: do I need to upload all the files in the zipped portal module to the very same directory where vtiger7.1 is installed i.e. Select and open a contact record for which the customer portal must be enabled. Thanks in advance! This is just feedback. On the CRM side, the vtiger CRM user creates Portal Users, and customer support persons update the status of the trouble tickets. are examples of time based greetings. The maximum PHP version supported is 5.5. Market, sell, and support with All-in-One CRM, Integrate with 500+ apps you already use at work. Experience Tailored Server Infrastructure: Enjoy unmatched speed, robust security, effortless maintenance, and personalized hosting solutions. Where can i find api.php. I get the same message. config.php has been modified as follows: Alternatively, where can i find the CustomerPortal module to reinstall it? Necessary cookies are absolutely essential for the website to function properly. Default Assignee Tickets will be Assigned to the selected Assignee by the default Group/User from the Customer Portal. None worked. You can set up the following details under Customer Portal settings: Select the template for portal login and other details: 'crm.url' => '', Please feel free to get back for any concern regarding your vtiger instance. For example, if you use the Help Desk Starter edition, you can provide portal access to 50 contacts. Type a field name in the text area and click, - Choose the fields from the Organizations module to be shown under. | Sitemap, Self Managed CRM: Download Vtiger Open Source. Allow customers to share documents directly through the customer portal; eliminate the need for email threads and manual attachments to contact records. Has anyone worked out how to get it working? 2. As you pointed out the customer portal to use is elsewhere. Shortly after you save the contact you(your contact) will receive an email with username, password and link to log in. I just setup vtiger 7.1.0 from scratch. They can even check out open cases and export them if needed. oh, I think there's a readme document in the portal folder. But opting out of some of these cookies may affect your browsing experience. I've also found a few other HowTos, all of which claimed they were the "proper" way to install the customer portal. One of the most valuable features of a vTiger installation is the Customer Portal. - If enabled, only the records related to the logged-in contact are shown. In the end I worked it out. This category only includes cookies that ensures basic functionalities and security features of the website. Hogar Futuro increased customer satisfaction by 15% by implementing the Vtiger Help Desk and Sales module. $root_directory = '/web/htdocs/www.smartsol.it/home/vtigercrm71test/'; Now in the arm settings the portal address is correct. We help you assess your needs and the needs of your customers to make sure your portal has the right tools. (I uploaded all files in the very same directory - though it might be wrong), Second problem: when I try and start vtiger7.1 (which I had already installed an configured before) I get immediately the following error: I've tried following the instructions here: https://www.vtiger.com/docs/customer-portal#/Hosting_Customer_Portal_on_own_website. I think you have an error with your portal config file.. In addition, you also have to configure the starting and ending dates of the customer portals availability. I modified the config.php but it does not work. If you dont give your customers enough features, the portal wont help your CRM. Something else about the Customer Portal. If not please get is from Vtiger forge. The virtual world is progressing at a rapid rate. e: [emailprotected] | skype: mahatma07vivek. You can also download documents from the Inventory modules. All other trademarks held by their respective owners. 'crm.url' => 'http://www.smartsol.it/vtigercrm71test', I also realized that I had to upload the portal files in a separate dedicated directory. : The number of contacts per user is the number of contacts to whom you (Vtiger customer) can provide portal access. You can also refer to the Help.txt file in the ZIP file for more instructions about the configuration. - You can add the URL of your CSS file to change the theme of the customer portal to match the standards of your organization. Did you test saving other field inside contact module? We also use third-party cookies that help us analyze and understand how you use this website. I've been doing more searching, and found that version 6.5 and version 7.0 of the portal both work on my vTiger 7.1 installation. 'portal.url' => 'http://www.smartsol.it/vtigercrm71test/portal', Unchecking the box will take away the open access to the customer portal from the users. This means that every time you visit this website you will need to enable or disable cookies again. Error is always "Cannot connect to Server.Please configure your site url in provided config file". Lets go step by step through the entire workflow: Customer names are registered in vtiger CRM. Whether you want to know the status of an issue that you reported or an answer to a query, log in and look up relevant information. //Portal URL without trialing/ 'crm.url' => smartsol.it/vtigercrm71test. Make sure you have modules/CustomerPortal/api.php in your vtiger directory. 'language' => 'en_us', // Default Language for API. Discover our tailored hosting solutions with easy one-click installations. | GDPR Readiness so that the logged-in customer can see the name of the sales rep handling their organization. I tried to do the same zipfile install again, and it did the exact same thing, saying it found 6.0.0rc2, and asking to update. Thank you. Click the User Menu on the top right corner of the CRM screen. - Only the charts that are enabled are shown in the portal. For the customer portal, no email at all. ", https://helpdocs.vtiger.com/docs/customer-portal, https://www.vtiger.com/open-source-crm/download-open-source/. I found a small note: Set display_errors to Off in php.ini (! In vtiger settings->configuration->customer portal, the portal URL appears like: Without this I'm not sure how to configure the Customer Portal. Also be sure to check out vTiger Customer Portal Demo. Hi, I am still stuck with the problem ""Cannot connect to Server.Please configure your site url in provided config file. By continuing closing this banner, or clicking "I Agree", you agree to the use of cookies. Cookie information is stored in your browser and performs functions such as recognizing you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful. On that VM, I've tried this HowTo: Display different records by using filters. Following this, you need to access the vtiger/portal/PortalConfig.php file and add certain adjustments to it, namely: Once you have successfully saved this changes, just move to your root folder (/vtiger) and find this file: Save the changes again and then, your Customer Portal will be accessible through this link: http://yourdomain/vtiger/portal and the login box will look like this: You can set which users have access to the Customer Panel by going back to your Administration Panel, selecting Contacts at the top and then, after you choose which contact your would like to add, select the Pen icon at the right corner, next to the users name: It will lead you to the Editing Contact section, where, in Customer Portal Details, you simply have to click on Portal User and then select the green Save button at the bottom to complete the process. This site uses cookies. Before you can create the username and password for your customers, you have to make sure that you have configured your Outgoing Email Server. // root directory path The first step is to download vtiger Customer Portal files from sourceforge.net website. I've been having trouble installing the customer portal. Setting up vtiger customer portal is as easy as to unzip a zip file and change only two parameters inside the unzip directory. - The selected email template will send your customers the portal login credentials. portal version 7.1 (but I tried with 7.3 also). In that file you should set the vtiger URL not only the languages.. Also, give the user more time. Using VTiger 7 customer portal you have two options; either you can make it open for all the clients or you can customize the list of users who can benefit from it. Vtiger Extensions & Modules? The Pie charts in the Customer Portal will display data in the colors chosen (set up) in the Picklist settings. (Also when you install vtigercrm 7 you can select customer portal as one of the modules but it isn't installed). - The modules that are enabled here are shown in the menu of the customer portal. //Example: http://yourdomain.com/crm These cookies do not store any personal information. ), restart apache and voila! With the vTiger customer portal, you can help improve your workflow by putting more convenient options directly in the hands of your customers. Details like username and password are unique for every customer. I need help with my installation. vTiger Customer Portal modules does not come standard with the install and requires some skill to install,configure and set it up. Vivek Mahatma(10+ years of experience in this domain) Many thanks in advance ! Thats why we always make sure our customer portal setup is personalized for your business and your customers. 2009-2023 VTExperts.com All Rights Reserved. Fully managed Windows Shared Hosting for all your Plesk & ASP.net needs. Same is the case with customer portal; there are a number of different approaches using which you can offer customer portal to your clients. It looks like you're new here. This website uses the following additional cookies: Discover Our Premier Products: Fast, secure, fully managed hosting, 24/7 support, tailored solutions, and user-friendly features. Open /vtigercrm/portal/PortalConfig.php and adjust the following variables: Should be the link to your vTiger. Standard greeting - The standard greeting is Welcome to Portal. With some CSS knowledge, it is possible to make the customer portal look more like your website. Customer Portal installation issues. After logging in, customers will first see the Knowledge base. Portal URL The URL which Customer Portal users will be accessing the portal. When your customers log in to or log out from the customer portal, it is recorded in the CRM in their contact record. THe customer portal works in the fist installation but doesnt work in second one. If the solution to the problem is not available, they will submit the trouble ticket through Ticket Submission Web form. So it's logical to think that's the customer portal to use. 1. In this guide we place the customer portal in /vtigercrm/portal directory. All rights reserved. A properly designed customer portal will allow you to establish a great relationship with your customers. vtiger version 7.1 Note : Changing the language here will not change the default/login language for Portal user. I found the zipfile for the customer portal, and tried to install it. I try all, help me please. field in the contact record must contain the customers current and active email address. To use this feature, go to customer portal details, there you will find a checkbox with the label of Portal Users if you turn it on it will allow open access to the customer portal. customer portal Engage professionally through a private Customer Portal A place for your customers to see and update tickets, view past quotes and invoices, and share files. I read from others thread to check for file api.php in modules/CustomerPortal/. The first thing you will need to do is configure permissions. Save my name, email, and website in this browser for the next time I comment. It is mandatory to procure user consent prior to running these cookies on your website. 2. Hi.. is selected, only records related to the logged-in customer are shown. I've since set up a test server on a VM of Debian 8.3, as a clean install, trying to get this to work. Customized hosting infrastructure and management for custom websites and projects. This wasn't an option during my install. The records are shown under the modules in the menu. Click on MySQL Databases, and search for the Create New Database section. By default, customerportal.css file is bundled with vtiger Customer Portal. $logoPath : Custom Organization logo with the name and extension as logo.ico has to be placed in the path mentioned here. Otherwise the user will not be active for login. The first step is to download vtiger Customer Portal files from sourceforge.net website. is selected, all the records related to the logged-in customers organization are shown. Then i think i can fix this. This website uses cookies to improve your experience while you navigate through the website. Move the toggle button to the right to give read and write permissions on a field. Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. Here is the step-by-step process, you need to take in order to set up your Customer Portal module. It cannot be changed unless you host the portal on your server. Were here to help you set up your vTiger customer portal so you can provide your customers with everything they need for a great experience. Various trademarks held by their respective owners. Click. The link has to be set in vtigercrm/config.inc.php file, so open /vtigercrm/config.inc.php, find: $PORTAL_URL = http://vtiger.com/customerportal; $PORTAL_URL = http://demo.vTigerExperts.com/vtigercrm/portal; This will be the link that your customers will use to login into the Customer Portal. Select Customer Portal under Configuration. Every day a number of different technologies are offered to make tasks easy for both professional and casual users. $logoPath: The organizations logo with the name and extension as logo.ico must be placed in the path mentioned here. One of the really useful features of vTiger is the Customer Portal Module. The customer portal is the ultimate self-service tool for your customers, and we can help you create the best customer portal possible. Please keep in mind that the support start date and support end date are mandatory. Customer Support Person or Administrator of a particular group can pick up the trouble tickets submitted by customers andassign the ticket to a person or group. The customer portal is a strong concept which is designed with extraordinary care with an aim to cater your clients in the best way possible. Our customer portal services are 100% customized for your business model and customer base.

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