CustomerPortal and TechPortal Install Guide: Difference between revisions

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Customer side of the High5 Software Customer,Tech Portal and Email side install instructions.<br>
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Customer side of the High5 Software Customer Portal and Email side install instructions.<br>
Note Tech Portal has been replaced with SME Mobile and is a separate setup
For Windows 2003, 2008, Vista and Windows 7 only.<br>
For Windows 2003, 2008, Vista and Windows 7 only.<br>


The portal software has the following major pieces that will need to be installed:<br>
The portal software has the following major pieces that will need to be installed:<br>


<h3>SME Version 7.1 or 7.2</h3>
<h3>SME Version 8+(preferred) or 7.2</h3>
WebServices for SME requires SME version 7.1 or later.<br>
WebServices for SME requires SME version 7.2 or later.<br>


<h3>Install of .net framework 4</h3>
<h3>Install of .net framework 4</h3>
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* Options you want setup from the list below<br>
* Options you want setup from the list below<br>


At this point high5 will set up the public side, and will provide you with the information you need to access the public side of the Customer/Tech Portal.
At this point high5 will set up the public side, and will provide you with the information you need to access the public side of the Customer Portal.
 
===Tech Portal Options===
Select all the Features you want for Tech Portal
* Hide Cost for items and labor. Check to Hide
* Hide price for items and labor, Check to Hide
* Set Labor Billable Qty = Scheduled Qty entered by Tech


===Customer Portal Options===
===Customer Portal Options===
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* Allow adding a New Service order
* Allow adding a New Service order
* Allow closing a Service or Install order
* Allow closing a Service or Install order
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Latest revision as of 15:31, 23 August 2016