self service portal

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Update Release Notes

* 12-2022, December Release Notes

Update 1.12.2022 at 17-18 (EET) CRM Triggers enabled in Calendar and Helpdesk modules Triggers can be used to automatically send emails to contacts in specific situations if the conditions for it are met. Email triggers have been previously available in Mass Events, but now they can also be created for activities and tickets. Contrary to […]

Update Release Notes

1-2022, January Release Notes

CRM New Mass Events module A new and improved module for managing events, trainings etc. in the new interface. The new module introduces entirely new features, including e.g. subevents and open events as an event registration type. Automatic email communication about the event and registration surveys now also have their own views in the event’s […]

Update Release Notes

11-2022, November Release Notes

Update 3.11.2022 at 17-18 (EET) CRM Answers to a (mass event’s) survey can now be deleted Contacts’ answers to a survey can now be deleted either manually or automatically based on a scheduled delete. This applies to the answers to each question provided by the contact; the information about a completed survey will remain saved. […]

Update Release Notes

12-2021, December Release Notes

CRM Suomen Asiakastieto connector available in the new interface The customers who are using Suomen Asiakastieto (SAT) connector can now access the function also in the new interface. The function is located in the home page and has a renewed look to match the new interface. All the same functionalities are still present. Sent newsletters […]

Update Release Notes

2-2022, February Release Notes

CRM KPI views in the Mass Events module Each mass event now has a static KPI view which shows the event’s current number of registrations, cancellations and people in spare places. Improvements in the Mass Events module Module tools are now enabled in the module, the attendees’ and personnel’s role can be edited afterwards, the […]

Update Release Notes

3-2022, March Release Notes

CRM Product bundling Products can now be bundled in the new interface. A bundle consists of a main product and sub products, and it can be created and maintained on the main product’s Product bundle tab. A bundle enables selecting all the bundled products at once for quotes etc., and the sub products are shown […]

Update Release Notes

4-2022, April Release Notes

CRM New Relations module  An entirely new module, which is meant for creating relations between entities from different modules in the CRM. The module enables creating a link between almost any modules in the system. Improvements in Surveys There is a new question type in surveys which enables uploading a file as an attachment. The […]

Admin Guide

Managing Portal Users

Introduction Your customers’ access to Self-Service Portal can be managed either manually or automatically. When the access is managed manually, you can activate access in the CRM with an element on the contact card. With this element, you can activate the access, but also manage e.g. the portal profile, which further determines the contact’s rights […]

Admin Guide

Public Registration for Invitation Events

Public Registration for Invitation Events The Self-Service Portal provides multiple options for gathering registrations for invitation events. For customers who sign in to the portal, you can grant access to browse events and sign up for them, and also to cancel their registration. On the other hand, the portal also enables you to activate public […]

Admin Guide

Self-Service Portal

Self-Service Portal — What is It? The main focus of the CRM-service Self-Service Portal is to act as a service platform for the customers. The portal’s users are your own customers – that is, the people who have been saved as contacts in the CRM. The use of the portal may vary quite a lot, […]

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