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Cannot find Customer Portal URL

Last post 11-13-2016 9:04 PM by mlongacre. 1 replies.
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  • 11-12-2016 7:45 PM

    • Ethan
    • Not Ranked
    • Joined on 11-13-2016
    • Posts 1

    Cannot find Customer Portal URL

    I cannot find this location,  Customize -> Portals -> Get sign-in page web address...

    Is it changed or moved?
  • 11-13-2016 9:04 PM In reply to

    Re: Cannot find Customer Portal URL

    You can get the portal URL for a customer by looking at their record (click on their entry on the Contacts List screen.) There is a field for the Portal that has a link to "Share" which will bring up a pop-up window displaying the portal URL for that customer.  You can copy the URL from the pop-up window.

    The message "Customize -> Portals -> Get sign-in page web address..." refers to the Classic version of Method only.

    Mary

    -Mary Longacre
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