Method Community

 

Portals, can you see who's registered, check user activity, etc

Last post 03-19-2012 2:59 PM by Method_Valbon. 2 replies.
Page 1 of 1 (3 items)
Sort Posts: Previous Next
  • 03-19-2012 11:37 AM

    Portals, can you see who's registered, check user activity, etc

    Hello!

    Is there any way to see if my customers have registered to use the portal? Can I see user activity?

    Thanks! 

  • 03-19-2012 2:34 PM In reply to

    Re: Portals, can you see who's registered, check user activity, etc

    Hi

    You can create a quick screen with a single grid object.  The grid object should contain the columns for Name,  Email, Portal Username, and Portal Password.  If there is data in the portal username and portal password fields the customer has registered.

    You can find info about login activity in the UsersSignInLog table.

    Hint: Since the out of the box portal is built on contacts you'll need to look in the contacts not customer table for the portal username.   

    Mark Crews
    Cloud Consultancy
    Principal and Developer


    • 2012 MethodCRM Partner of the Year

    • 2012 MethodCRM Community Excellence Award

    • 2011 MethodCRM Community Excellence Award


    Visit our website to find out about our training, support, and customization services.
    website: cloudconsultancyllc.com
    blog: cloudconsultancyllc.com/blog/
    ph: 434.326.1601
    e: support@cloudconsultancyllc.com

    What is Method?
  • 03-19-2012 2:59 PM In reply to

    Re: Portals, can you see who's registered, check user activity, etc

    Answer

    hycari,

    I agree with Mark's response (he is one of our MSPs) it is the quickest way for you to do this. Adding to his concept you could also create a couple of different filter views to show 'Registered Contacts' vs 'Non-Registered Contacts'.

    Thanks for the tip Mark.

    Need more help? Ask us about Method consulting services.

    Valbon Shabani
    Director of Education
    Method Integration Inc.
    Toll Free: 1.888.925.6238 ext. 715
    Local and overseas: 416.847.0400 ext. 715
    Fax: 416.640.6027
    E-mail: valbon@method.me
    Website: http://www.linkedin.com/in/valbon
Page 1 of 1 (3 items)