Adding Custom Pages to CRM Self Service Portal

By | April 23, 2015

In practical world, one size doesn’t fit all and we understand the need of organizations to customize. To give our Clients the freedom of customization, we have provided them with an ‘Add Custom Page’ field that allows the Clients to add ‘Custom Pages’ to the portal. This particular field can be found in the drop down menu of the ‘Portal Setup’ field.

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About CRM Self Service Portal

Here the ‘Menu Title’ field refers to the title that will be visible in the left hand side menu bar. ‘Page Title’ refers to the title that will be visible when you visit the page.
For a trial run of CRM Self Service Portal integrated with Sage CRM, contact us at admin@crmselfservice.com
You can set the visibility of the page to Public or private depending on your requirements. If visibility is set to public, any person visiting the portal will be able to view the page without having to login. And if set to private, only the people with login credentials will be able to view the page.
You can add multiple Custom Pages as per your needs and with the help of these custom pages, you can do any of the following things.

  • Create forms
  • Add Call-to-action buttons
  • Advertise/Promote yourself

Note: The page will not be visible unless it is set to ‘Published’. Make sure to check the ‘Published’ radio button once you are done with setting up the page.
Also Read:

  1. Customer Retention – The Forgotten Domain? – Part 1
  2. Customer Retention – The Forgotten Domain? – Part 2
  3. Integrating Self Service Portal with Sage CRM
  4. File Downloads in Self Service Portal

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