Send a Portal Link to a customer

Send a Portal Link to a customer


To send a a customer portal link to your customers, highlight the row customers to send the link to then right mouse click and select Invite Customer in the Customer module. The email dispatched will include a link to their customer portal, their userid and their password


Ensure you have set your report preferences so your customers access your preferred Job Sheet report Format >>> How To Setup Preferred Reports
NB - this element of the setup and configuration can only be achieved in the Admin Cloud Application not in the Windows Application.




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