Setting Up Customer Portals

After the Portals module is installed and the server is configured, perform the following steps to set up customer portals sites:

1. Design a category/subcategory scheme for grouping products on the customer portal Website.

2. Select general customer portal site options in Customer Portal Site Maintenance.

3. Enter the customer portal product categories/subcategories you want to use in Customer Portal Category Maintenance.

4. Determine the products you want to offer on the customer portal Website.

5. Update the products for the customer portal Website with relevant descriptions, customer portal categories, and images in Customer Portal Product Maintenance.

6. Set up customer portal filters that users can use to filter products in a category in Customer Portal Filter Maintenance.

7. Design a color scheme for the customer portal Website including colors and images.

8. Edit the heading.asp file located in the \Apprise\x.x.x\Live\ASP folder to delete or refer to links appropriate for the client including the following:

• Top of page company logo

• Any other heading text or logos

• Header bar links:

• • Home

  • About __________

  • Products & Services

  • Literature

  • Contact us

  • Directions

9. Create customer portal users for customers in Customer Portal User Maintenance or import the users in Customer Portal User Import.

10. Enter any external hyperlinks for the customer portal Website in Customer Portal Link Maintenance.

11. Customize the Help text for the customer portals Website in Customer Portal Help Maintenance.

12. Verify all links before publishing the site externally.