Navigation: Settings --> Configuration Settings -->Customer Portal
Once
the customer portal is turned on in Company policy, the users will now be
enabled to configure the customer portal, including Branding, appearance,
navigation, etc.,
1. Select the “Settings”
module from the left panel. Under the “Configuration Settings,” choose “Customer Portal.”
From
the “Branding”
section, fill in the following details.
Fields
|
Description
|
Portal
Name
|
The name must be displayed in the customer
portal’s title bar.
|
Portal
Logo
|
The
logo of the customer portal.
|
Portal
Favicon
|
The
icon must be displayed in the title bar of the customer portal.
|
Primary
Color
|
From
the drop-down, choose the preferred primary color from the color picker.
|
Font
Family
|
From
the drop-down, choose the font.
|
Footer
Text
|
Enter
the footer text to be displayed in the customer portal.
|
Select the “Save Settings”
button to save the customer portal settings.
b. Modules & Fields:
The Modules & Fields helps add a side panel
menu that needs to be displayed in the customer portal:
1.
From the “Modules & Fields” section, Click “+Add
Menu” to choose
the modules.
If you choose the type as "Page."
2. To add the menu, add the following details - for the page:
Fields | Description |
Menu Name (Mandatory) | The name of the menu is to be displayed. |
Type (Mandatory) | From the drop-down, select the type. If you would like to display the module page, choose the type as "Page." |
Select a Page (Mandatory) | Choose the module page that needs to displayed in the customer portal. |
Click the “Add” button to create the new menu.
If you choose the type as "External Link."
3. To add the menu, add the
following details - for the external link:
Fields
|
Description
|
Menu
Name (Mandatory)
|
The name of the menu is to be displayed.
|
Type
(Mandatory)
|
From
the drop-down, select the type.
If
you would like to redirect to an external link outside the customer portal,
choose an option as "External."
|
Upload
Icon (Mandatory)
|
Add
the icon that needs to be displayed in the navigation menu.
Note: The “View Attached Icon” option helps you
check the uploaded icon.
|
Redirect
To (Mandatory)
|
Enter
the external URL link.
|
Click the “Add”
button to create the new menu.
3. The
new navigation menu has been successfully added.
![](https://care.zuper.co/galleryDocuments/edbsnc67d0f5919963a415bef169dbca03e5bd1317450050a1623cc89284184ae36ad423cff733af35937ef71ee1f174e608c?inline=true)
Select
the “Save Settings” option to save the changes.
4. You can toggle on or toggle off the list of modules present as per the need.
5.
Use the “Edit”
option to modify the
navigation menu.
![](https://care.zuper.co/galleryDocuments/edbsn003028b4e062e4949fcc3c5a855836a847ee5b4335ec72bb5f5b1bee5634453e6f4e8203c3ece543cbbf428eaf512a32?inline=true)
6. Once you click the "Edit" icon, you have the option to set visibility for the listing page.
You can toggle on or toggle off the listing page items.
7. You have the option to reorder the menu list present by clicking the "Reorder" button.
8. You can toggle on or toggle off the detail page items. You have the option to view the custom fields now.
8. Click the "Save Settings" to update the module and module related items.
c. Advanced:
1. The
advanced section helps customers to add custom CSS.
Once you add the code, select the “Save Settings” button.
2. Select the “Open Portal” option to launch the customer portal.
With
customer portal settings, businesses can personalize their customer portal,
including theme, font, and logo.
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