CustomerPortal Settings - Revision history

Amy: /* Hide "Close" Button */

2012-01-07T01:09:10Z

Hide "Close" Button

Amy: /* Hide "Close" Button */

2012-01-07T00:02:46Z

Hide "Close" Button

Amy: /* Hide "Close" Button */

2012-01-06T23:57:14Z

Hide "Close" Button

Amy at 23:48, 6 January 2012

2012-01-06T23:48:43Z

Amy at 23:40, 25 October 2011

2011-10-25T23:40:44Z

Amy at 23:37, 25 October 2011

2011-10-25T23:37:01Z

Amy at 23:18, 25 October 2011

2011-10-25T23:18:16Z

Amy at 23:14, 25 October 2011

2011-10-25T23:14:51Z

Amy: Created page with "'''Hide All Open Orders and All Open Issues tabs'''
When you log into CustomerPortal, you will see the the following tabs. You can hide the '''All Open Issues''' and '''All O..."

2011-10-25T22:56:54Z

Created page with "'''Hide All Open Orders and All Open Issues tabs''' When you log into CustomerPortal, you will see the the following tabs. You can hide the '''All Open Issues''' and '''All O..."

New page

'''Hide All Open Orders and All Open Issues tabs''' 
When you log into CustomerPortal, you will see the the following tabs. You can hide the '''All Open Issues''' and '''All Open Orders''' tab. 
- '''Job Sites''' tab - Show you all the job sites you can click into so you can see details for the site. 
- '''All Open Issues''' tab (can hide) - Shows you all open issues across all the job sites. 
- All Open Orders tab (can hide)- Shows you all open orders across all the job sites. 
[[File:CustomerPortal_AllOpenIssuesOrdersTab.png]] 

'''Hide Site Tabs''' 
You can hide any of the following tabs: Issues, Service, Install, Invoice, Equipment, Documents
[[File:CustomerPortal_HideTabs.png]]

@@ Line 36: / Line 36: @@
 == Hide "Close" Button ==
-If you would like your customers to be able to close Issues, Service Orders, or Install Orders, they can click the '''Close''' button. You can hide the '''Close''' button on the  Service, or Install tabs if you do not want them to have the ability to close the records.
+If you would like your customers to be able to close Issues, Service Orders, or Install Orders, they can click the '''Close''' button. <br>You can hide the '''Close''' button on the  Service and Install tabs if you do not want them to have the ability to close the records.
 <br>[[File:CustomerPortal_CloseButton.png]]

@@ Line 36: / Line 36: @@
 == Hide "Close" Button ==
-If you would like your customers to be able to close Issues, Service Orders, or Install Orders, they can click the '''Close''' button. You can hide the '''Close''' button on the  Issues, Service, or Install tabs if you do not want them to have the ability to close the records.
+If you would like your customers to be able to close Issues, Service Orders, or Install Orders, they can click the '''Close''' button. You can hide the '''Close''' button on the  Service, or Install tabs if you do not want them to have the ability to close the records.
 <br>[[File:CustomerPortal_CloseButton.png]]

@@ Line 36: / Line 36: @@
 == Hide "Close" Button ==
-If you would like your customers to be able to close Issues, Service Orders, or Install Orders, they can click the '''Close''' button. You can hide the '''Close''' button on the Issues, Service, or Install tabs if you do not want them to have the ability to close the records.
+If you would like your customers to be able to close Issues, Service Orders, or Install Orders, they can click the '''Close''' button. You can hide the '''Close''' button on the  Issues, Service, or Install tabs if you do not want them to have the ability to close the records.
 <br>[[File:CustomerPortal_CloseButton.png]]

← Older revision		Revision as of 23:48, 6 January 2012
Line 32:		Line 32:
	When customers are entering new orders they will see the Order Status field. You can hide this field and the default status assigned to the order will be "Entered in CP".<br>		When customers are entering new orders they will see the Order Status field. You can hide this field and the default status assigned to the order will be "Entered in CP".<br>
	[[File:CustomerPortal_HideStatus.png]]<br>		[[File:CustomerPortal_HideStatus.png]]<br>
		+
		+
		+
		+	== Hide "Close" Button ==
		+	If you would like your customers to be able to close Issues, Service Orders, or Install Orders, they can click the '''Close''' button. You can hide the '''Close''' button on the Issues, Service, or Install tabs if you do not want them to have the ability to close the records.
		+	<br>[[File:CustomerPortal_CloseButton.png]]

← Older revision		Revision as of 23:40, 25 October 2011
Line 1:		Line 1:
−	Below you will see a description of the settings available in CustomerPortal for SME. Use the following link to request any of the changes described below:<br>	+	Below you will see a description of the settings available in CustomerPortal for SME. <br>
		+	'''Request Changes''' - Use the following link to request any of the changes described below:<br>
	https://docs.google.com/a/h5sw.com/spreadsheet/viewform?formkey=dG9sZnBWYzkyNGl1Mmdpaks4cFpPVVE6MQ		https://docs.google.com/a/h5sw.com/spreadsheet/viewform?formkey=dG9sZnBWYzkyNGl1Mmdpaks4cFpPVVE6MQ

← Older revision		Revision as of 23:37, 25 October 2011
Line 1:		Line 1:
		+	Below you will see a description of the settings available in CustomerPortal for SME. Use the following link to request any of the changes described below:<br>
		+	https://docs.google.com/a/h5sw.com/spreadsheet/viewform?formkey=dG9sZnBWYzkyNGl1Mmdpaks4cFpPVVE6MQ
		+
		+
	== Hide All Open Orders and All Open Issues tabs ==		== Hide All Open Orders and All Open Issues tabs ==
	When you log into CustomerPortal, you will see the the following tabs. You can hide the '''All Open Issues''' and '''All Open Orders''' tab.<br>		When you log into CustomerPortal, you will see the the following tabs. You can hide the '''All Open Issues''' and '''All Open Orders''' tab.<br>

← Older revision		Revision as of 23:18, 25 October 2011
Line 21:		Line 21:
	If you would like your customer to enter a new service order, install order, or issue, they can go to the corresponding tab and click '''New Service''', '''New Install''', or '''New Issue'''. You can hide the New Service, New Install and New Issue buttons if you do not want them to be able to enter records.<br>		If you would like your customer to enter a new service order, install order, or issue, they can go to the corresponding tab and click '''New Service''', '''New Install''', or '''New Issue'''. You can hide the New Service, New Install and New Issue buttons if you do not want them to be able to enter records.<br>
	[[File:CustomerPortal_NewButtons.png]]<br>		[[File:CustomerPortal_NewButtons.png]]<br>
		+
		+
		+
		+	== Hide Order Status ==
		+	When customers are entering new orders they will see the Order Status field. You can hide this field and the default status assigned to the order will be "Entered in CP".<br>
		+	[[File:CustomerPortal_HideStatus.png]]<br>

@@ Line 1: / Line 1: @@
-'''Hide All Open Orders and All Open Issues tabs'''<br>
+== Hide All Open Orders and All Open Issues tabs ==
 When you log into CustomerPortal, you will see the the following tabs. You can hide the '''All Open Issues''' and '''All Open Orders''' tab.<br>
 - '''Job Sites''' tab - Show you all the job sites you can click into so you can see details for the site.<br>
 - '''All Open Issues''' tab (can hide) - Shows you all open issues across all the job sites.<br>
-- All Open Orders tab (can hide)- Shows you all open orders across all the job sites.<br>
+- '''All Open Orders''' tab (can hide)- Shows you all open orders across all the job sites.<br>
 [[File:CustomerPortal_AllOpenIssuesOrdersTab.png]]<br>
-'''Hide Site Tabs'''<br>
-You can hide any of the following tabs: Issues, Service, Install, Invoice, Equipment, Documents
+== Hide Site Tabs ==
 [[File:CustomerPortal_HideTabs.png]]<br>

CustomerPortal Settings - Revision history

Amy: /* Hide "Close" Button */

Amy: /* Hide "Close" Button */

Amy: /* Hide "Close" Button */

Amy at 23:48, 6 January 2012

Amy at 23:40, 25 October 2011

Amy at 23:37, 25 October 2011

Amy at 23:18, 25 October 2011

Amy at 23:14, 25 October 2011

Amy: Created page with "'''Hide All Open Orders and All Open Issues tabs''' When you log into CustomerPortal, you will see the the following tabs. You can hide the '''All Open Issues''' and '''All O..."

Amy: Created page with "'''Hide All Open Orders and All Open Issues tabs'''
When you log into CustomerPortal, you will see the the following tabs. You can hide the '''All Open Issues''' and '''All O..."