The vTiger CRM Customer Portal module provides a self service facility to your customers allowing them a complete account review. From their record you simply check the Portal User checkbox which triggers an email to the customer advising of their portal account. It assigns a password and uses their email address as their username.
You can update the automatic email notification from the Email Templates section. Your customer can see as much of their account as you wish them to see including projects, invoices, quotes etc., as well as knowledge base articles and trouble tickets. You can restrict access to certain fields within their record.
The Customer Portal module allows the customer to raise and review Trouble Tickets directly from their account; which also generates email notifications to them (and you) advising of changes in the status of the trouble ticket. The system tracks the Trouble Ticket throughout the process allowing for updates and escalation/resolution triggers(workflows) to be set.
Between the Customer Portal and Trouble Ticket/Knowledge Base modules, vTiger CRM provides a complete Customer Service/Support system.
The vTiger CRM customer portal add-on module can be downloaded from: https://www.vtiger.com/crm/open-source-downloads/
You will need to install the portal software into a folder off your main vTiger installation. So for example, if your vTiger CRM system was installed at say: http://www.mycrm.mydomain.com you could create a folder called ‘portal’ and install the software into that folder.
Your portal URL would therefore be: http://www.mycrm.mydomain.com/portal. Prior to installing, you need to update the PortalConfig.php file to reflect the following:
Where you see $Server_Path = you should add the vTiger installation URL. Eg. $Server_Path =”http://www.mycrm.mydomain.com”;
Next you’ll see the line that begins: $Authenticate_Path = which should have the portal URL added: $Authenticate_Path = “http://www.mycrm.mydomain.com/portal”;