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Customer portal and responding to cases

Last post 08-04-2011 11:00 AM by Method_Michael. 11 replies.
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  • 07-29-2011 12:52 AM

    Customer portal and responding to cases

    Greetings,

    I got a call from a customer today saying he could not send me or respond to a case from his  computer while in the portal.  I tried it on mine using IE 8.0 and i could not send a respnce about a open case.  I filled the form and it was saying i needed a value in the Responce box. 

    This is the standard method form.

    Thanks!

  • 07-29-2011 12:56 PM In reply to

    Re: Customer portal and responding to cases

    John,

    We've pushed out an update to this screen earlier today.

    Can you verify if the problem is now resolved?  If not could you tell me the name of the portal you are using under Customize > Portals, and if you have customized the screen in anyway?

    Thanks,

    Richard

  • 07-29-2011 7:14 PM In reply to

    Re: Customer portal and responding to cases

    Richard,

    Still having issues,

    Using fire fox,

    I sent myself a invoice to try out. Method sent me a email with a mini url. The url took me to that portal so i could check my invoice. From there i went to the open cases.  I responed to that case but all i got was this error message saying: "Please enter a value for Commnets/Reponce even if you are closing a case....."

    There was no customizing of any of the portal screens. 

    screen name is: Contactsportal_Cases

    Thanks, John

     

     

  • 08-01-2011 9:09 AM In reply to

    Re: Customer portal and responding to cases

    Hi John,

    I am going to test this out further, can you also create a dummy customer with a case and use m.melo@methodintegration.com as the email address and send me the case email so I can test it out.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
  • 08-01-2011 11:04 AM In reply to

    Re: Customer portal and responding to cases

    Hi Michael,

    I sent you a case using  your email.  I have tried this using firefox and IE.

    I sent this from the new CRM using new cases.   The last time i did this, the customer was asked for a username and password. 

    John

  • 08-01-2011 12:27 PM In reply to

    Re: Customer portal and responding to cases

    Hi John,

    I created an account and was able to duplicate this issue. Thanks for creating the dummy case :)

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
  • 08-01-2011 12:55 PM In reply to

    Re: Customer portal and responding to cases

    FYI on a few things i just found out.

    I did create a customized screen for Contactsportal_trasactions about 7 months ago.  I see its gone,not sure if the update had anything  to do with it.  When i copied the screen it created Contactsportal_transactions(3).  Not shure where the (3) came from. I did have (2) before the upgrade.

    John

  • 08-02-2011 9:46 AM In reply to

    Re: Customer portal and responding to cases

    Hi John,

    Can you test this again? It should be resolved now.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
  • 08-02-2011 10:18 AM In reply to

    Re: Customer portal and responding to cases

    Hi Michael,

    Hey it works great thanks.  I am sorry to say this but there one more issue that i forgot to mention.  When the customer gets the email telling them they have a case, and the customer presses the url, it takes them to sign in page that requires them to have username and password.  Is this correct? I thought they would only need email address. Here is the page it takes the customer to.

    https://www.methodintegration.com/method/ThirdPartyLogin/ThirdPartyLogin.aspx?LinkID=Fjo4ae

    Thanks, John

  • 08-02-2011 10:28 AM In reply to

    Re: Customer portal and responding to cases

    Michael,

    Ok this was strange, i just got anouther email from the same case. This time it took me to the reg sign in page where it just askes for your email address. So it looks like this is working.  Thanks!

    The only thing left is the comment section.  Its showing this:<p><b>02-Aug-2011 08:07:00 AM, JohnM (staff) wrote:</b></p><p><b>02-Aug-2011 08:11:00 AM, John Mora wrote:</b></p>comment /response to case #3

    But i know your  working on that.

  • 08-02-2011 10:32 AM In reply to

    Re: Customer portal and responding to cases

    John- I'm glad to hear that Big Smile and yes we are working on that other issue with the comment section.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
  • 08-04-2011 11:00 AM In reply to

    Re: Customer portal and responding to cases

    Answer

    John- 

    The issue with the comments section should now be resolved.

    Let me know if that is not the case.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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