Re: Create customer-facing help page

sdminno — Thu, 12 Feb 2015 19:42:58 GMT

Thanks for responding so quickly! I noticed in the Customer Portal video it says we can use the default portal or create our own portal 'and go wild with that', so I was wondering if 'going wild' means designing with our web developer to have a different look/feel to the portal. Or is that level of customization not really an option. Does that make sense?

Create customer-facing help page

sdminno — Thu, 12 Feb 2015 18:37:28 GMT

My company is looking into MethodCRM and I have a question about the Customer Portal and customization. Can the Customer Portal be turned into a help page where customers would have access to a knowledge base we create for our products? For example, Desk.com offers the ability to skin their portal to look like our website so customers can self serve on the help page and then, if they have an issue that can't be resolved searching the knowledge base, they can send an email to support which creates a case. Can we do this with Method? If not, is it possible to create a separate tab/portal that serves as a help page?

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Re: Create customer-facing help page

Create customer-facing help page