Customer Portal Sequencing

On the Customer Portal Sequencing screen you can set up a personalized customer portal and edit the views that appear.

To open the Customer Portal Sequencing screen, click the Personalize Portal link on the Customer Portal screen.

Topics in this section include:

Setting up a Personalized Customer Portal
Screen Description

Setting up a Personalized Customer Portal

Access the Customer Portal from any of these locations:
- Customer Care > CRM > Customer Portal
- Product Support > Equipment > Customer Portal
- Product Support > Service > Customer Portal
- Product Support > Parts > Customer Portal
- Product Support > Rental > Customer Portal
The Customer Portal screen appears.
Enter a customer number in the Select Customer field.
- or -
Click on the Search icon to search for and select a customer.

The Customer Portal screen automatically lists the information of the customer you have selected.
Click the Personalize Portal link.

The Customer Portal Sequencing screen appears in a new browser window.
To add an available view to the portal sequence, click the desired view from the Available Views section and drag it into the desired area on the Customer Portal Sequencing section. Or to remove an view from the Customer Portal screen click the desired view from the Customer Portal Sequencing section and drag it into the Available Views sections.
You may add spacers between the views by dragging and dropping a Spacer from the Available Views section into the desired area on the Customer Portal Sequencing section.
To change a view's background or text color click on the appropriate color box within the desired view.

A Color screen appears allowing you to edit the background or text view color.
When you are done with your adjustments, click Save to return to an updated view of the Customer Portal Sequencing screen.
- or -
Click the Delete button to discard your changes and return to the Customer Portal Sequencing screen.
On the Customer Portal Sequencing screen, click the Close button to return to the Customer Portal screen.
To update the Customer Portal screen to reflect the new view click the Go>> link. You must have a customer selected for the customer portal sequence to be displayed.

Screen Description

The fields on the Customer Portal Sequencing screen are:

Field	Description
Background	The background color of the field heading. Click the Background color box to customize the background color of a field heading. You may choose an existing color from the drop down list or create a custom color by manipulating the three color panels.
Text	The text color of the field heading. Click the Text color box to customize the text color of a field heading. You may choose an existing color from the drop down list or create a custom color by manipulating the three color panels.

Field

Description

Background

The background color of the field heading.

Click the Background color box to customize the background color of a field heading. You may choose an existing color from the drop down list or create a custom color by manipulating the three color panels.

Text

The text color of the field heading.

Click the Text color box to customize the text color of a field heading. You may choose an existing color from the drop down list or create a custom color by manipulating the three color panels.

The Available Views section shows views you can add to the Customer Portal Sequencing.

View	Description
Alerts	The alerts that have been configured for the selected customer based on each business area; either Parts, Service, Equipment, or Rental. Click a business area link to view, add, or delete an alert from the Alerts tab.
A/R Aging	The customer's outstanding details by aging period and total outstanding amount for each period. Click on the customer's total outstanding amount for a detailed view of the customer's outstanding detail.
Contacts	A list of the customer's contacts by name and birthday. Click on the Contact Name to view/edit information on a particular contact. Click the Create link to create a new contact.
Custom Screens	A list of the customer's custom screens. Click on the screen Name to view further details on a particular custom screen.
Customer Equipment	A list of the customer's owned equipment the equipment make and model codes and a description of the unit. Click on a Make code to view the profile of a particular unit. Click on the More list to view all the customer's owned equipment.
Equipment Invoice History	The customer's equipment invoice history (last five invoices), the reference number, the equipment make and model code, and the invoice total. Click on a Reference Number to view a particular equipment invoice history. Click the More link to view the history for all the customer's equipment invoices.
Fiscal YTD Profitability	The customer's current fiscal year to date profitability.
Fiscal YTD Purchases	The customer's current fiscal year to date purchases. Click the More link to view all the customer's fiscal year to date purchases.
General Invoice History	The customer's general invoice history (Last five invoices), the date the invoice was created, and the invoice total. Click on an Invoice Number to view a particular general invoice history. Click the More link to view history for all the customer's general invoices.
Job Jacket History	The customer's job jacket machine description history and the general description of the job jacket. Click on a machine description to view a particular job jacket. Click the More link to view the history for all the customer's job jackets.
Last Fiscal YTD Purchases	The customer's last fiscal year to date purchases. Click the More link to view all the customer's fiscal year to date purchases.
LYTD Fiscal Profitability	The customer's previous fiscal year to date profitability.
Memos	Stores customer profile information such as terms and conditions or business operating hours. Memos are used for reference purposes only. Click the More link to view memo information that is displayed.
Multimedia	A list of multimedia files added to the system for the customer. Click on a File name to view a particular multimedia file.
Open General	The customer's last five general invoices and the branch location where they were created. Click on an Invoice Number to view a particular general invoice. Click the List link to view all the customer's general invoices. Click on the Create link to create a new general invoice.
Open Equipment Invoices	The customer's last five open equipment invoices the reference number and equipment make and model code. Click on an Reference Number to view a particular invoice. Click the List link to view all the customer's equipment invoices. Click the Create link to create a new equipment invoice.
Open Job Jackets	Tthe customer's open Job Jackets’ machine description and the general description of the job jacket request. Click on a machine description to view a particular job jacket. Click on the More link to view all the customer's open job jacket. Click on the Create link to create a new job jacket.
Open Parts	The customer's last five open parts invoices and the date the invoice was created. Click on an Invoice Number to view a particular invoice. Click the More link to view all the customer's invoices. Click the Create link to create a new parts invoice.
Open Quotes	The customer's open quotes, the type of quote (service, parts, or equipment), the quote's expiration date, and the quote total. Expired quotes are omitted from the Open Quotes view. Click on a quote type to view a particular quote. Click the More link to view all the customer's quotes by type. Click the Create link to create a new quote.
Open Rental	The customer's last five rental contracts and the make and model of the rental unit. Move the cursor over a Contract Number and select Edit to view a particular rental contract. Click the List link to view a list of the customer's rental contracts. Click the Create link to create a new rental contract.
Open Service	The customer's open work orders the work order number, make and model codes, and date the work order was created. Click on a Work Order Number to view a particular work order. Click on the More link to view all the customer's open work orders. Click on the Create link to create a new work order.
Parts Invoice History	The customer's parts invoice history (last five invoices), the date the invoice was created, and the invoice total. Click on an Invoice Number to view a particular invoice history. Click the More link to view the history for all the customer's invoices.
Parts On Order	The last five parts the customer currently has on order and the number of days the order is overdue. Click the More link to view all the customer's parts orders.
Quick Links	Links to these areas of IntelliDealer: Equipment Profile - Equipment Listing Supplier Lookup - Vendor Profile Sales Order Requisition - Work Order Parts Requisitions Parts Profile - Your Parts Inventory Parts Availability Call Scheduling
Recent Calls	A list of the customer's recent calls by date and call history detail. Click on a Date to view the details of a particular call. Click the More link to view the customer's call history. Click the Create link to create a new call.
Recent Equipment Rented	The customer's recent equipment rentals, the unit's stock number, unit's description, and last date modified. Click on the Stock Number to view the profile of a particular rental unit.
Recent Marketing	The recent marketing campaigns the customer was involved with. The date of the campaign and category will be displayed. Click on the Date to view further details on a particular campaign.
Recent Parts Purchased	The last five parts that the customer recently purchased and the quantity of each part purchased. Click the More link to view all the customer's parts purchases.
Recent Traffic	Tthe customer's five most recent traffic tickets, the type of movement, whether it inbound or outbound, and the make and model of the unit. Click the Create link to create a new traffic ticket.
Rental Invoice History	The customer's rental invoice history (last five invoices), the date the invoice was created, and the invoice total. Click on an Invoice Number to view a particular rental invoice history. Click the More link to view the history for all the customer's rental invoices.
SAM Contracts	The customer's service agreement contracts, the contract number and the service agreement program name. Click on a Contract Number to view or edit a particular service contract.
Scheduled Calls	A list of the customer's scheduled calls by date, salesperson, type, and reason. Click the More link to view all the customer's scheduled calls. Click the Schedule Call link to schedule a new call.
Service Request	The customer's service request number and problem type. Click on a Service Request Number to view a service request. Click on the List or More link to search all the customer's service requests. Click on the Create link to create a new service request.
Work Order History	The customer's work order history (last five orders), the work order number, the equipment make and model code, and date the work order was closed. Click on a Work Order Number to view a particular work order history. Click the More link to view the history for all the customer's work orders.

Note: Spacers can be added to create a space between views.

Click the Copy portal sequence from another user link to copy a portal sequence from another user.

Use these buttons to complete your work on the Customer Portal Sequencing screen:

Button	Function
Save	Saves changes made to the Customer Portal Sequencing screen.
Close	Closes the Customer Portal Sequencing screen without saving and returns to the Customer Portal screen.

Security: 702 - Customer Care - Portal

Revision: 2024.05

Customer Portal Sequencing

Setting up a Personalized Customer Portal

Screen Description

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