{"id":10069,"date":"2015-04-23T09:44:01","date_gmt":"2015-04-23T09:44:01","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=10069"},"modified":"2026-02-10T09:23:17","modified_gmt":"2026-02-10T09:23:17","slug":"adding-custom-pages-to-crm-self-service-portal","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/04\/23\/adding-custom-pages-to-crm-self-service-portal\/","title":{"rendered":"Adding Custom Pages to CRM Self Service Portal"},"content":{"rendered":"<p>In practical world, one size doesn\u2019t 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 \u2018Add Custom Page\u2019 field that allows the Clients to add \u2018Custom Pages\u2019 to the portal. This particular field can be found in the drop down menu of the \u2018Portal Setup\u2019 field.<\/p>\n<p style=\"text-align: center;\"><strong style=\"color: #000000;\"><span style=\"color: #000080;\"><span style=\"color: #000080;\">Website<\/span>\u00a0|\u00a0<span style=\"color: #000080;\">Follow us<\/span>\u00a0|\u00a0<span style=\"color: #000080;\">Video<\/span><\/span><\/strong><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/04\/Blog-Post-12.jpg\" target=\"_blank\" rel=\"noopener\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-10070\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/04\/Blog-Post-12-e1429781652851.jpg\" alt=\"Blog Post 1\" width=\"734\" height=\"326\" \/><\/a><\/p>\n<p style=\"text-align: center;\"><strong style=\"color: #000000;\"><span style=\"color: #000080;\"><span style=\"color: #000080;\">About CRM Self Service Portal<\/span><\/span><\/strong><\/p>\n<p>Here the \u2018Menu Title\u2019 field refers to the title that will be visible in the left hand side menu bar. \u2018Page Title\u2019 refers to the title that will be visible when you visit the page.<br \/>\n<span style=\"color: #993300;\"><strong>For a trial run of CRM Self Service Portal integrated with Sage CRM, contact us at\u00a0<\/strong><\/span><span style=\"color: #000080;\"><span style=\"color: #000080;\">admin@crmselfservice.com<\/span><\/span><br \/>\nYou 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.<br \/>\nYou 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.<\/p>\n<ul>\n<li>Create forms<\/li>\n<li>Add Call-to-action buttons<\/li>\n<li>Advertise\/Promote yourself<\/li>\n<\/ul>\n<p><strong><em>Note:<\/em><\/strong> <strong><em>The page will not be visible unless it is set to \u2018Published\u2019. Make sure to check the \u2018Published\u2019 radio button once you are done with setting up the page.<\/em><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In practical world, one size doesn\u2019t 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 \u2018Add Custom Page\u2019 field that allows the Clients to add \u2018Custom Pages\u2019 to the portal. This particular field can be found in the drop\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/04\/23\/adding-custom-pages-to-crm-self-service-portal\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[650,817,819,888,2077,2440],"class_list":["post-10069","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-case-management","tag-crm-self-service","tag-crm-self-service-portal","tag-customer-portal","tag-sage-crm-integration","tag-ticket-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding Custom Pages to CRM Self Service Portal - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/04\/23\/adding-custom-pages-to-crm-self-service-portal\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding Custom Pages to CRM Self Service Portal - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In practical world, one size doesn\u2019t fit all and we understand the need of organizations to customize. 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