Difference between revisions of "CustomerPortal and TechPortal Install Guide"

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