Customer Portal Help Maintenance

Menu Path: Portals Images\bluerarw.gif Customer Portal Images\bluerarw.gif Site Setup Images\bluerarw.gif Customer Portal Help Maintenance

Purpose

Define and maintain Help messages for customer portal sites.

Overview

Use Customer Portal Help Maintenance to define Help messages for customer portal sites.

Creating Help Messages

To create a Help message:

  1. Click the New button in the ribbon.

  2. Enter a customer portal site ID or name for the Help message in the Site ID or Site Name field.

  3. Enter the ASP file for which to display the Help message in the Help Context field.

  4. Enter the title of the Help message in the Help Title field.

  5. Enter the text of the Help message in the Help Message field.

  6. Click the OK button in the ribbon. The Help message is created.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Customer Portal Help Maintenance window.

New

Click this button to create a new Help message.

Update

Click this button to update the selected Help message.

Delete

Click this button to delete the selected Help message.

OK

Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.

Cancel

Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.

First

Click this button to display the first Help message. This button navigates by site, and then by Help context name.

Prev

Click this button to display the previous Help message. This button navigates by site, and then by Help context name.

Next

Click this button to display the next Help message. This button navigates by site, and then by Help context name.

Last

Click this button to display the last Help message. This button navigates by site, and then by Help context name.

Fields and Buttons

Field or Button

Description

Site ID

Enter a customer portal site ID for the Help message, or click the Lookup button to select a site ID.

Site Name

Enter a customer portal site name for the Help message, or click the Lookup button to select a site name.

Help Context

Enter an ASP file name on which the Help messages are to be displayed, or click the Lookup button to select an ASP file name for which a Help message was previously created.

Example adv-order.asp or cart.asp

Main Tab Fields and Buttons

Field or Button

Description

Help Title

Enter the title of the Help message to be displayed to customer portal users.

Help Message

Enter the text of the Help message to be displayed to customer portal users.

Note For the description and long description to display on the customer portal site in a font size and font color other than the pre-defined default (font size = 2, font color = blue), it must be written in a format acceptable for customer portal viewing. This is generally accomplished using HTML (Hyper-Text Markup Language) tags. For more information, see HTML Basics FAQ.