A client of ours deploys equipment to retail store locations. The stores are setup as Member Of organizations linked to a parent Organizations. Often, a regional manager for the retailer is the main user of the customer portal. Here is how we helped them improve the vtiger customer portal experience for their clients.
- Manager can see all the (Member Of) Stores using one portal login
- Manager can filter tickets by store (Member Of Organization)
- Any Portal User can filter by create date of ticket
- Manager can create a ticket for a store (Member Of Organization)
- Any user can upload a document when creating a ticket
Contact us if you have a need to customize your Vtiger customer portal.