Editing CustomerPortal Settings

Below you will see a description of the settings available in CustomerPortal for SME. Use the following link to request any of the changes described below:<br>
https://docs.google.com/a/h5sw.com/spreadsheet/viewform?formkey=dG9sZnBWYzkyNGl1Mmdpaks4cFpPVVE6MQ


== Hide All Open Orders and All Open Issues tabs ==
When you log into CustomerPortal, you will see the the following tabs. You can hide the '''All Open Issues''' and '''All Open Orders''' tab.<br>
- '''Job Sites''' tab - Show you all the job sites you can click into so you can see details for the site.<br>
- '''All Open Issues''' tab (can hide) - Shows you all open issues across all the job sites.<br>
- '''All Open Orders''' tab (can hide)- Shows you all open orders across all the job sites.<br>
[[File:CustomerPortal_AllOpenIssuesOrdersTab.png]]<br>


== Hide Site Tabs ==
You can hide any of the following tabs: <br>
'''Issues''' - View and add issues for the job site<br>
'''Service''' - View and add service orders for the job site<br>
'''Install''' - View and add install orders for the job site<br>
'''Invoice''' - View invoices for the job site<br>
'''Equipment''' - View equipment for the job site and request service for equipment<br>
'''Documents''' - View documents added to the jobs site in SME Database<br>
[[File:CustomerPortal_HideTabs.png]]<br>


== Hide "New" Buttons  ==
If you would like your customer to enter a new service order, install order, or issue, they can go to the corresponding tab and click '''New Service''', '''New Install''', or '''New Issue'''. You can hide the New Service, New Install and New Issue buttons if you do not want them to be able to enter records.<br>
[[File:CustomerPortal_NewButtons.png]]<br>



== Hide Order Status ==
When customers are entering new orders they will see the Order Status field. You can hide this field and the default status assigned to the order will be "Entered in CP".<br>
[[File:CustomerPortal_HideStatus.png]]<br>
@@ Line 1: / Line 1: @@
-Below you will see a description of the settings available in CustomerPortal for SME. <br>
+Below you will see a description of the settings available in CustomerPortal for SME. Use the following link to request any of the changes described below:<br>
-'''Request Changes''' - Use the following link to request any of the changes described below:<br>
 https://docs.google.com/a/h5sw.com/spreadsheet/viewform?formkey=dG9sZnBWYzkyNGl1Mmdpaks4cFpPVVE6MQ
@@ Line 32: / Line 31: @@
 When customers are entering new orders they will see the Order Status field. You can hide this field and the default status assigned to the order will be "Entered in CP".<br>
 [[File:CustomerPortal_HideStatus.png]]<br>
-== Hide "Close" Button ==
-If you would like your customers to be able to close Issues, Service Orders, or Install Orders, they can click the '''Close''' button. <br>You can hide the '''Close''' button on the  Service and Install tabs if you do not want them to have the ability to close the records.
-<br>[[File:CustomerPortal_CloseButton.png]]