What is customer portal and how is it useful?

Customer Portal is similar to a Self-Service portal in which they provide an online support channel for customers by allowing them to resolve their queries without contacting a customer service representative. Customer portal enhances the customer relationships by providing them with the information around the clock.

What if I want to install on more than one domain or development server?

On single domain purchase, we allow one live and one development domain. If you would like to use the portal on more than two domains with a single installation, then you need to purchase it for additional domains.

What should I do if I have different CRM installations?

If you are likely to use the extension on domains with separate installation, then you need to purchase another copy of the portal.

Do you provide a live demo (on Skype)?

Yes, you can get a personalized live demonstration from our experts in your time zone and according to your convenience. Click Here for a free demo. We look forward to hear from you.

Do you have a refund policy?

Yes, you can refer our refund policy @https://www.crmjetty.com/refund-policy.htm. We stand behind the quality of our extensions with a 30-day money-back guarantee.

Can I transfer the license to another domain after I purchase it? If yes, are there any charges for the transfer?

Yes, you can transfer the license. And no, there are no charges for the transfer.

Can I have a free trial of your product?

As per our company policy, we can’t provide our tool on a trial basis. But you can have a personalized demo from our product representative to get a better understanding of our product before investing in it. To get the demo, please send your demo request from here or just check out and continue with the buying process as we have a refund policy intact especially put together for these instances.

Can CRMJetty customize the portal according to my needs?

Of course! This is what we’re good at! Please get in touch with us at support@crmjetty.com to discuss your specific needs. We would be delighted to hear you.

Do you provide installation for the plugin?

Yes, we do provide free installation service.

Is there any limit to grant access to Portal Users?

No. There is no user restriction for granting portal access.

Does your portal store any data on CMS server?

No. Our product does not store or fetch any kind of data on CMS server. It is secure on your CRM server and our solution just provides interface to the end users with secure access.

Does it support custom modules of CRM?

Yes, it supports custom modules of CRM with additional efforts. To know more in detail please contact our support team on Skype at support.biztech.

Do I need to provide any additional details for adding custom module?

Yes. You need to provide the FTP and site admin details for both the frameworks (CRM and CMS) along with the list of modules that you want to enable for the portal.

What are the details required to make a connection with CRM?

You just need your CRM instance URL, CRM admin username, and CRM admin password to make a connection. For further details, you can review our user manual guide.

What to do in the instance of a connection failure in spite of the correct credentials?

Steps to follow in case of connection failure:

Step 1: Check the Customer Portal Plugins related files and make sure that the files have proper file permissions. As per the CRM Installation and upgrade guidelines, we advise you to give 755 recursive file permission to custom and modules directory of your CRM instance.

Step 2: To avoid possible issues for Portal Connectivity, follow these troubleshooting steps for PHP Notices, Warnings, and Errors provided by SugarCRM:

http://support.sugarcrm.com/Knowledge_Base/Troubleshooting/About_PHP_Notices_Warnings_and_Errors/

Does your portal support custom fields?

Yes, our portal supports custom fields. You just need to drag and drop them into your module's layout.