Customer Portal Link Maintenance

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

Purpose

Set up and maintain hyperlinks to Internet addresses.

Overview

Use Customer Portal Link Maintenance to define links from customer portal sites to other Internet addresses. Links are visible to all customer portal users.

Updating Customer Portal Site Links

To update links for a customer portal site:

  1. Enter a customer portal site ID or name for which to update links in the Site ID or Site Name field.

  2. Select the type of links to update.

  3. If you are updating customer portal category or product links, enter a category or product.

  4. Click the Update button in the ribbon.

  5. Enter a label or image for the link in the Name or Image field.

  6. Enter the Internet address for the link in the Target field.

  7. Click the Enter button.

  8. Repeat steps 5-7 for all links you want to display for the customer portal site. You can use the up and down arrow buttons to rearrange the order of the links.

  9. Click the OK button in the ribbon. The links are updated.

Ribbon Home Tab Buttons

Button

Description

Exit

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

Update

Click this button to update links for the side table, or a selected category or product.

OK

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

Cancel

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

Delete

Click this button to delete the selected link in the Links grid. This button is only enabled after you click the Update button in the ribbon.

First

Click this button to display the first links. This button navigates by site, and then by the selected link type.

Prev

Click this button to display the previous links. This button navigates by site, and then by the selected link type.

Next

Click this button to display the next links. This button navigates by site, and then by the selected link type.

Last

Click this button to display the last links. This button navigates by site, and then by the selected link type.

Fields and Buttons

Field or Button

Description

Site ID

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

Site Name

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

Link Type

Select whether to update links for the side table, a category, or a product. Select one of the following:

  • Category - Define links for a customer portal category. These are visible only when the customer portal user is viewing that specific category page. They are not visible when viewing products in a category.

  • Product - Define links for a customer portal product. These are visible only when the customer portal user is viewing that specific product.

  • Side Table - Define links for the customer portal side table. These are visible at all times.

Example If you were selling power tools, you could define a link to appear to take the user directly to the Website of the manufacturer of those power tools.

Category

Enter the customer portal category for which you want to maintain links, or click the Lookup button to select a category. This field is only available if you select the Category radio button.

Of Top Category

This field displays the parent category of the selected category. This field is only available if you select the Category radio button.

Product

Enter the product code or name for a product for which you want to maintain links, or click one of the Lookup buttons to select a product code or name. This field is only available if you select the Product radio button.

Main Tab Fields and Buttons

Field or Button

Description

Name

Enter the text displayed as the hyperlink to users on the customer portal site.

Target

Enter the Internet address for the link.

Example http://www.apprise.com

Image

If you want to display the link as an image instead of text, enter the folder path and file name of the image. If you enter an image in this field, the text in the Name field is not displayed.

Enter

Click this button to enter the link in the Links grid.

Links

This grid displays links for the side table, or a selected category or product. Double-click a link to update it. You can use the arrow buttons at the right of the grid to set the order of the links.

Click this button to move the selected link up one position in the Links grid.

Click this button to move the selected link down one position in the Links grid.