https://customer365.crmtogether.com/api.php?action=feedcontributions&feedformat=atom&user=CrmtogetherPortalCustomer365 for SageCRM - User contributions [en]2026-04-16T00:58:34ZUser contributionsMediaWiki 1.40.0https://customer365.crmtogether.com/index.php?title=Installation&diff=722Installation2024-09-17T08:38:24Z<p>CrmtogetherPortal: </p>
<hr />
<div>'''Installation Guide for Customer365:<br />
'''<br />
<br />
Download the file ''Customer365ForSageCRM_RC1.exe''. Run the installer on the server. The installer should add the website to IIS automatically.<br />
<br />
After installation is complete, proceed to Sage CRM, and go to Component Manager. Upload the component Customer365.zip which is located in:<br />
<br />
''...CRM/CRM_Name/CustomPages/WebsiteName/Setup/Customer365.zip<br />
''<br />
<br />
Install the component, and select which Menus should appear in Portal. Click "Preview Install" to check for any errors and if no errors occur, click "Install Component".<br />
<br />
[[File:Comp_Install.png]]<br />
<br />
The final step is to edit the Web.Config. Open Web.config located in: <br />
<br />
''...CRM/CRM_Name/CustomPages/WebsiteName/Web.Config <br />
''<br />
and edit the following keys to set up the WebSite:<br />
<br />
<add key="PortalPath" value="http://crm.yourserver.com/CRM/custompages/WebsiteName/component/"/><br />
<add key="CRMPath" value="http://crm.yourserver.com/CRM/"/><br />
<br />
<br />
----<br />
Add in "required" image<br />
Example path is<br />
<br />
http://servername/customer365/CRM/Themes/img/ergonomic/Bullets/Required.gif<br />
<br />
<br />
----<br />
Security (1): Encrypt Password in cookie (Sept 2018 release)<br />
<br />
2 new options in web.config<br />
<br />
EnhancedSecurityPassword = encodes the password in the client cookie<br />
<br />
EnhancedSecurityPasswordPhrase = encodes based on this string - change this for more security - make sure you record this, if lost we cannot reset<br />
<br />
Settings Example<br />
<br />
<add key="EnhancedSecurityPassword" value="Y"/><br />
<add key="EnhancedSecurityPasswordPhrase" value="default"/><br />
<br />
<br />
----<br />
<br />
Security (2): Encrypt Password option<br />
<br />
-This must be set before any users are registered. It cannot be enabled retroactively. The password is hidden from the CRM user also in this scenario. <br />
<br />
The setting is in web.config<br />
Default<br />
<add key = "EncryptPassword" value = "N"/><br />
<br />
To enable<br />
<br />
<add key = "EncryptPassword" value = "Y"/><br />
<br />
You then add a trigger on the self-service Visitor table: This is used make the email the username. <br />
<br />
Trigger on visitor table<br />
<br />
create trigger [dbo].[UpdateLogonId]<br />
on [dbo].[Visitor]<br />
after insert, update<br />
as<br />
begin<br />
set nocount on;<br />
declare @visiId int<br />
DECLARE @Email VARCHAR(50)<br />
select @visiId = INSERTED.Visi_VisitorId<br />
from inserted<br />
select @Email = INSERTED.Visi_EmailAddress<br />
from inserted<br />
update Visitor<br />
SET Visi_LogonId = @Email<br />
WHERE Visi_VisitorId = @visiId<br />
END<br />
<br />
<br />
----<br />
<br />
Configure these ASP settings<br />
<br />
[[File:asp_limitsconfig.png]]<br />
<br />
otherwise you may see "Response buffer limit exceeded" when using cases with images<br />
<br />
----<br />
<br />
Create a database named "Hangfire". <br />
<br />
Configure the hangfire connection string in the web.config file. <br />
<br />
We use hangfire to send emails in parts of the system in an async manner. <br />
<br />
For details see<br />
<br />
https://docs.hangfire.io/en/latest/configuration/using-sql-server.html</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Case_Details&diff=721Case Details2024-03-27T14:55:06Z<p>CrmtogetherPortal: </p>
<hr />
<div>Open cases<br />
<br />
[[File:case1_list.png]]<br />
<br />
Click on a case field to open <br />
<br />
[[File:case1_click.png]]<br />
<br />
View the case details<br />
<br />
[[File:case1_detail.png]]<br />
<br />
----<br />
<br />
Portal users can add Messages and Recordings and add files. <br />
<br />
[[File:casedetail1_buttons.png]]<br />
<br />
<br />
----<br />
<br />
The tracking notes list screen is called "PortalTracking". Create this as a SCREEN against the caseprogress entity. <br />
<br />
<br />
----<br />
<br />
The communications list screen is called "PortalCommunicationList". Create this as a SCREEN against the communication entity. <br />
<br />
----<br />
<br />
Set "DisableCaseNotes" to "N" in the web.config file for option to add case notes.<br />
<br />
<add key="DisableCaseNotes" value="N"/><br />
<br />
Set "HideTrackingNotes" to "N" in the web.config file to see case progress and notes.<br />
<br />
<add key="HideTrackingNotes" value="N"/><br />
<br />
[[File:case1_trackingnotes.png]]<br />
<br />
(Notes stored in case progress and as communications - the list below is from the caseprogress table)<br />
*the case progress data displayed can be filtered based on the "ProgressFilter" setting in the web.config file.<br />
<add key="ProgressFilter" value="and case_progressnote is not null"/><br />
<br />
----<br />
<br />
Set "ShowRequestClosure" to "Y" in the web.config file for option to request case closure.<br />
<br />
<add key="ShowRequestClosure" value="Y"/><br />
<br />
----<br />
<br />
Set "AllowCaseFileUpload" to "Y" in the web.config file to allow option for file upload and drag and drop option.<br />
<add key="AllowCaseFileUpload" value="Y"/><br />
<br />
By setting this value to "Y" Files upload are also displayed under case details.<br />
<br />
[[File:case1_fileuploads.png]]<br />
<br />
Set the max file size. In bytes(1048576 = 1MB) , 5MB default, 0 for no limit <br />
<br />
<add key="MaxFileSize" value="5242880"/><br />
<br />
Filter for file types (comma seperated values)<br />
<br />
<add key="AllowedUploadTypes" value="doc,zip,docx,rtf,txt,jpg,jpeg,png"/><br />
<br />
<br />
----<br />
Set "showSolutionsInCaseDetails" to "Y" in the web.config file to display suggested solutions that are linked to particular case.<br />
<br />
<add key="showSolutionsInCaseDetails" value="Y"/><br />
<br />
To change how many solutions are displayed change value in "smallGridLenght" in web.config file.<br />
<br />
<add key="smallGridLength" value="5"/><br />
<br />
To see solution press on solution field you want to see.<br />
<br />
[[File:case1_suggestedsolutions.png]]<br />
<br />
----<br />
<br />
To see most recent communication list set "DisableCommunicationList" to "N"<br />
<br />
<add key="DisableCommunicationList" value="N"/><br />
<br />
[[File:Cases_Comm.png|700px]]<br />
<br />
To filter communications for your preferences update<br />
<br />
<add key="commQueryCase" value="select top 5 * from vcommunication where comm_caseid=#case_caseid# and comm_action in ('EmailIn','EmailOut') order by comm_datetime desc"/><br />
<br />
----<br />
<br />
When displaying a list of files related to the case the following SQL can be added to a setting to filter<br />
<br />
EG<br />
<br />
<add key="FileListFilterCases" value="libr_filesize>80"/><br />
<br />
<br />
----<br />
Default settings for files uploaded to CRM <br />
<br />
<add key="case_libr_type" value="EmailAttachment"/><br />
<add key="case_libr_category" value="Support"/><br />
<add key="case_libr_status" value="Final"/><br />
<br />
These set the libr_type, libr_category and libr_status fields values.<br />
<br />
----<br />
To implement the HTML acceptance in "case_problemnote" you must create a new field and set its name to be the <br />
"CaseHTMLField" value <br />
<br />
Example config<br />
<br />
<add key="CaseHTMLField" value="case_ct_problemnote_html" /><br />
<add key="CaseNonHTMLField" value="case_problemnote" /></div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Messages&diff=720Messages2024-01-04T17:17:21Z<p>CrmtogetherPortal: </p>
<hr />
<div><br />
Requires a screen on "Communication" called<br />
"PortalMessagesListView" and the associated view "vcommunication"<br />
<br />
With fields:<br />
<br />
1. comm_subject<br />
<br />
2. comm_createdby<br />
<br />
3. comm_createddate<br />
<br />
4. comm_updateddate<br />
<br />
5. comm_email<br />
<br />
6. comm_note<br />
<br />
----<br />
To filter messages (using a custom flag for example) we use "CasesMessagesFilter"<br />
<br />
<add key="CasesMessagesFilter" value=" and (comm_ct_portalhidden is null or comm_ct_portalhidden='N')" /></div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Requirements&diff=719Requirements2023-10-19T15:05:38Z<p>CrmtogetherPortal: </p>
<hr />
<div>Requirements<br />
<br />
Sage CRM versions 2018,2019 2020, 2021, 2022, 2023 supported. <br />
<br />
The Sage CRM license must have Self-Service in it.<br />
<br />
----<br />
<br />
You Sage CRM server needs to be accessible from an external url <br />
<br />
example<br />
https://crm.yourdomain.com/crm/<br />
<br />
and "should" have an SSL cert (https). <br />
<br />
----<br />
<br />
.Net 4.5.2 (or later) on the server app pool<br />
<br />
The Portal needs to be on the same server as CRM.<br />
<br />
IE (Internet Explorer) in compatibility mode is not supported. <br />
<br />
*Data wise email addresses are used to identify person records so email addresses should be unique per company (IE the same email address cannot be used for more than one person in a single company)<br />
<br />
----<br />
<br />
Notes: <br />
<br />
CRM will only allow one instance per server of CRM be the self-service portal<br />
<br />
'''Troubleshoot'''<br />
<br />
To re-register the server open a command prompt and navigate to the wwwroot folder within the CRM folder structure. Typically this is 'C:\Program Files\Sage\CRM\CRM\WWWRoot' Once there type<br />
<br />
regsvr32 eware.dll<br />
<br />
A Message should appear to confirm that the eware.dll has been registered. Typically if this is required you will also need to reset the registry settings to point to the correct CRM database also. *<br />
*Please note that installing another CRM instance on the same machine does override these settings and will lead to issues like those described above.<br />
<br />
<br />
----<br />
<br />
CRM Self-Service settings should be correctly configured and you should be able to see the "Vistor" and "Visitor Profile" table in the customization area.<br />
<br />
----<br />
<br />
2022 R1 has introduced some issues when screens have "create script" code in it or even table scripts.</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Requirements&diff=718Requirements2023-10-19T15:04:12Z<p>CrmtogetherPortal: </p>
<hr />
<div>Requirements<br />
<br />
Sage CRM versions 2018,2019 2020, 2021, 2022, 2023 supported. <br />
<br />
The Sage CRM license must have Self-Service in it.<br />
<br />
----<br />
<br />
You Sage CRM server needs to be accessible from an external url <br />
<br />
example<br />
https://crm.yourdomain.com/crm/<br />
<br />
and "should" have an SSL cert (https). <br />
<br />
----<br />
<br />
.Net 4.5.2 on the server app pool<br />
<br />
The Portal needs to be on the same server as CRM.<br />
<br />
IE (Internet Explorer) in compatibility mode is not supported. <br />
<br />
*Data wise email addresses are used to identify person records so email addresses should be unique per company (IE the same email address cannot be used for more than one person in a single company)<br />
<br />
----<br />
<br />
Notes: <br />
<br />
CRM will only allow one instance per server of CRM be the self-service portal<br />
<br />
'''Troubleshoot'''<br />
<br />
To re-register the server open a command prompt and navigate to the wwwroot folder within the CRM folder structure. Typically this is 'C:\Program Files\Sage\CRM\CRM\WWWRoot' Once there type<br />
<br />
regsvr32 eware.dll<br />
<br />
A Message should appear to confirm that the eware.dll has been registered. Typically if this is required you will also need to reset the registry settings to point to the correct CRM database also. *<br />
*Please note that installing another CRM instance on the same machine does override these settings and will lead to issues like those described above.<br />
<br />
<br />
----<br />
<br />
CRM Self-Service settings should be correctly configured and you should be able to see the "Vistor" and "Visitor Profile" table in the customization area.<br />
<br />
----<br />
<br />
2022 R1 has introduced some issues when screens have "create script" code in it or even table scripts.</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Requirements&diff=717Requirements2023-10-19T14:59:28Z<p>CrmtogetherPortal: </p>
<hr />
<div>Requirements<br />
<br />
Sage CRM versions 2018,2019 2020, 2021, 2022 supported. <br />
<br />
The Sage CRM license must have Self-Service in it.<br />
<br />
----<br />
<br />
You Sage CRM server needs to be accessible from an external url <br />
<br />
example<br />
https://crm.yourdomain.com/crm/<br />
<br />
and "should" have an SSL cert (https). <br />
<br />
----<br />
<br />
.Net 4.5.2 on the server app pool<br />
<br />
The Portal needs to be on the same server as CRM.<br />
<br />
IE (Internet Explorer) in compatibility mode is not supported. <br />
<br />
*Data wise email addresses are used to identify person records so email addresses should be unique per company (IE the same email address cannot be used for more than one person in a single company)<br />
<br />
----<br />
<br />
Notes: <br />
<br />
CRM will only allow one instance per server of CRM be the self-service portal<br />
<br />
'''Troubleshoot'''<br />
<br />
To re-register the server open a command prompt and navigate to the wwwroot folder within the CRM folder structure. Typically this is 'C:\Program Files\Sage\CRM\CRM\WWWRoot' Once there type<br />
<br />
regsvr32 eware.dll<br />
<br />
A Message should appear to confirm that the eware.dll has been registered. Typically if this is required you will also need to reset the registry settings to point to the correct CRM database also. *<br />
*Please note that installing another CRM instance on the same machine does override these settings and will lead to issues like those described above.<br />
<br />
<br />
----<br />
<br />
CRM Self-Service settings should be correctly configured and you should be able to see the "Vistor" and "Visitor Profile" table in the customization area.<br />
<br />
----<br />
<br />
2022 R1 has introduced some issues when screens have "create script" code in it or even table scripts.</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=CSS&diff=716CSS2023-10-19T11:06:27Z<p>CrmtogetherPortal: </p>
<hr />
<div>The system has a primary style sheet called ewaress.css.<br />
<br />
We also have the option (in the web.config file) to add in a custom style sheet<br />
<br />
EG<br />
<br />
<add key="customPortalCSS" value="css/crmtogether2015.css"/><br />
<br />
<br />
This is located at the core level of the web site.<br />
<br />
To control the system font you change the option here.<br />
<br />
The default font settings are as below:<br />
<br />
/*font controlled here*/<br />
body, table, td <br />
{<br />
font-size: 13px;<br />
color :black;<br />
font-family: Arial, Sans-Serif;<br />
}<br />
<br />
<br />
----<br />
<br />
User can change Navigation bar colour for android and windows phones in web.config file<br />
<br />
<add key="ThemeColour" value="#0CA375"/></div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Installation&diff=715Installation2022-07-28T10:25:00Z<p>CrmtogetherPortal: </p>
<hr />
<div>'''Installation Guide for Customer365:<br />
'''<br />
<br />
Download the file ''Customer365ForSageCRM_RC1.exe''. Run the installer on the server. The installer should add the website to IIS automatically.<br />
<br />
After installation is complete, proceed to Sage CRM, and go to Component Manager. Upload the component Customer365.zip which is located in:<br />
<br />
''...CRM/CRM_Name/CustomPages/WebsiteName/Setup/Customer365.zip<br />
''<br />
<br />
Install the component, and select which Menus should appear in Portal. Click "Preview Install" to check for any errors and if no errors occur, click "Install Component".<br />
<br />
[[File:Comp_Install.png]]<br />
<br />
The final step is to edit the Web.Config. Open Web.config located in: <br />
<br />
''...CRM/CRM_Name/CustomPages/WebsiteName/Web.Config <br />
''<br />
and edit the following keys to set up the WebSite:<br />
<br />
<add key="PortalPath" value="http://crm.yourserver.com/CRM/custompages/WebsiteName/component/"/><br />
<add key="CRMPath" value="http://crm.yourserver.com/CRM/"/><br />
<br />
<br />
----<br />
Add in "required" image<br />
Example path is<br />
<br />
http://servername/customer365/CRM/Themes/img/ergonomic/Bullets/Required.gif<br />
<br />
<br />
----<br />
Security (1): Encrypt Password in cookie (Sept 2018 release)<br />
<br />
2 new options in web.config<br />
<br />
EnhancedSecurityPassword = encodes the password in the client cookie<br />
<br />
EnhancedSecurityPasswordPhrase = encodes based on this string - change this for more security - make sure you record this, if lost we cannot reset<br />
<br />
Settings Example<br />
<br />
<add key="EnhancedSecurityPassword" value="Y"/><br />
<add key="EnhancedSecurityPasswordPhrase" value="default"/><br />
<br />
<br />
----<br />
<br />
Security (2): Encrypt Password option<br />
<br />
-This must be set before any users are registered. It cannot be enabled retroactively. The password is hidden from the CRM user also in this scenario. <br />
<br />
The setting is in web.config<br />
Default<br />
<add key = "EncryptPassword" value = "N"/><br />
<br />
To enable<br />
<br />
<add key = "EncryptPassword" value = "Y"/><br />
<br />
You then add a trigger on the self-service Visitor table: This is used make the email the username. <br />
<br />
Trigger on visitor table<br />
<br />
create trigger [dbo].[UpdateLogonId]<br />
on [dbo].[Visitor]<br />
after insert, update<br />
as<br />
begin<br />
set nocount on;<br />
declare @visiId int<br />
DECLARE @Email VARCHAR(50)<br />
select @visiId = INSERTED.Visi_VisitorId<br />
from inserted<br />
select @Email = INSERTED.Visi_EmailAddress<br />
from inserted<br />
update Visitor<br />
SET Visi_LogonId = @Email<br />
WHERE Visi_VisitorId = @visiId<br />
END<br />
<br />
<br />
----<br />
<br />
Configure these ASP settings<br />
<br />
[[File:asp_limitsconfig.png]]<br />
<br />
otherwise you may see "Response buffer limit exceeded" when using cases with images<br />
<br />
----<br />
<br />
Aug 2022 - optional config<br />
<br />
Create a database named "Hangfire". <br />
<br />
We use hangfire to send emails in parts of the system in an async manner. <br />
<br />
For details see<br />
<br />
https://docs.hangfire.io/en/latest/configuration/using-sql-server.html</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Installation&diff=714Installation2022-07-28T10:11:29Z<p>CrmtogetherPortal: </p>
<hr />
<div>'''Installation Guide for Customer365:<br />
'''<br />
<br />
Download the file ''Customer365ForSageCRM_RC1.exe''. Run the installer on the server. The installer should add the website to IIS automatically.<br />
<br />
After installation is complete, proceed to Sage CRM, and go to Component Manager. Upload the component Customer365.zip which is located in:<br />
<br />
''...CRM/CRM_Name/CustomPages/WebsiteName/Setup/Customer365.zip<br />
''<br />
<br />
Install the component, and select which Menus should appear in Portal. Click "Preview Install" to check for any errors and if no errors occur, click "Install Component".<br />
<br />
[[File:Comp_Install.png]]<br />
<br />
The final step is to edit the Web.Config. Open Web.config located in: <br />
<br />
''...CRM/CRM_Name/CustomPages/WebsiteName/Web.Config <br />
''<br />
and edit the following keys to set up the WebSite:<br />
<br />
<add key="PortalPath" value="http://crm.yourserver.com/CRM/custompages/WebsiteName/component/"/><br />
<add key="CRMPath" value="http://crm.yourserver.com/CRM/"/><br />
<br />
<br />
----<br />
Add in "required" image<br />
Example path is<br />
<br />
http://servername/customer365/CRM/Themes/img/ergonomic/Bullets/Required.gif<br />
<br />
<br />
----<br />
Security (1): Encrypt Password in cookie (Sept 2018 release)<br />
<br />
2 new options in web.config<br />
<br />
EnhancedSecurityPassword = encodes the password in the client cookie<br />
<br />
EnhancedSecurityPasswordPhrase = encodes based on this string - change this for more security - make sure you record this, if lost we cannot reset<br />
<br />
Settings Example<br />
<br />
<add key="EnhancedSecurityPassword" value="Y"/><br />
<add key="EnhancedSecurityPasswordPhrase" value="default"/><br />
<br />
<br />
----<br />
<br />
Security (2): Encrypt Password option<br />
<br />
-This must be set before any users are registered. It cannot be enabled retroactively. The password is hidden from the CRM user also in this scenario. <br />
<br />
The setting is in web.config<br />
Default<br />
<add key = "EncryptPassword" value = "N"/><br />
<br />
To enable<br />
<br />
<add key = "EncryptPassword" value = "Y"/><br />
<br />
You then add a trigger on the self-service Visitor table: This is used make the email the username. <br />
<br />
Trigger on visitor table<br />
<br />
create trigger [dbo].[UpdateLogonId]<br />
on [dbo].[Visitor]<br />
after insert, update<br />
as<br />
begin<br />
set nocount on;<br />
declare @visiId int<br />
DECLARE @Email VARCHAR(50)<br />
select @visiId = INSERTED.Visi_VisitorId<br />
from inserted<br />
select @Email = INSERTED.Visi_EmailAddress<br />
from inserted<br />
update Visitor<br />
SET Visi_LogonId = @Email<br />
WHERE Visi_VisitorId = @visiId<br />
END<br />
<br />
<br />
----<br />
<br />
Configure these ASP settings<br />
<br />
[[File:asp_limitsconfig.png]]<br />
<br />
otherwise you may see "Response buffer limit exceeded" when using cases with images<br />
<br />
----<br />
<br />
Create a database named "Hangfire". <br />
<br />
We use hangfire to send emails in parts of the system in an async manner. <br />
<br />
https://docs.hangfire.io/en/latest/configuration/using-sql-server.html</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Requirements&diff=713Requirements2022-06-23T14:07:09Z<p>CrmtogetherPortal: </p>
<hr />
<div>Requirements<br />
<br />
Sage CRM versions 2018,2019 2020, 2021, 2022 supported. <br />
<br />
The Sage CRM license must have Self-Service in it.<br />
<br />
----<br />
<br />
.Net 4.5.2 on the server app pool<br />
<br />
The Portal needs to be on the same server as CRM.<br />
<br />
IE (Internet Explorer) in compatibility mode is not supported. <br />
<br />
*Data wise email addresses are used to identify person records so email addresses should be unique per company (IE the same email address cannot be used for more than one person in a single company)<br />
<br />
----<br />
<br />
Notes: <br />
<br />
CRM will only allow one instance per server of CRM be the self-service portal<br />
<br />
'''Troubleshoot'''<br />
<br />
To re-register the server open a command prompt and navigate to the wwwroot folder within the CRM folder structure. Typically this is 'C:\Program Files\Sage\CRM\CRM\WWWRoot' Once there type<br />
<br />
regsvr32 eware.dll<br />
<br />
A Message should appear to confirm that the eware.dll has been registered. Typically if this is required you will also need to reset the registry settings to point to the correct CRM database also. *<br />
*Please note that installing another CRM instance on the same machine does override these settings and will lead to issues like those described above.<br />
<br />
<br />
----<br />
<br />
CRM Self-Service settings should be correctly configured and you should be able to see the "Vistor" and "Visitor Profile" table in the customization area.<br />
<br />
----<br />
<br />
2022 R1 has introduced some issues when screens have "create script" code in it or even table scripts.</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=File:Asp_limitsconfig.png&diff=712File:Asp limitsconfig.png2022-06-17T12:55:58Z<p>CrmtogetherPortal: </p>
<hr />
<div></div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Installation&diff=711Installation2022-06-17T12:55:45Z<p>CrmtogetherPortal: </p>
<hr />
<div>'''Installation Guide for Customer365:<br />
'''<br />
<br />
Download the file ''Customer365ForSageCRM_RC1.exe''. Run the installer on the server. The installer should add the website to IIS automatically.<br />
<br />
After installation is complete, proceed to Sage CRM, and go to Component Manager. Upload the component Customer365.zip which is located in:<br />
<br />
''...CRM/CRM_Name/CustomPages/WebsiteName/Setup/Customer365.zip<br />
''<br />
<br />
Install the component, and select which Menus should appear in Portal. Click "Preview Install" to check for any errors and if no errors occur, click "Install Component".<br />
<br />
[[File:Comp_Install.png]]<br />
<br />
The final step is to edit the Web.Config. Open Web.config located in: <br />
<br />
''...CRM/CRM_Name/CustomPages/WebsiteName/Web.Config <br />
''<br />
and edit the following keys to set up the WebSite:<br />
<br />
<add key="PortalPath" value="http://crm.yourserver.com/CRM/custompages/WebsiteName/component/"/><br />
<add key="CRMPath" value="http://crm.yourserver.com/CRM/"/><br />
<br />
<br />
----<br />
Add in "required" image<br />
Example path is<br />
<br />
http://servername/customer365/CRM/Themes/img/ergonomic/Bullets/Required.gif<br />
<br />
<br />
----<br />
Security (1): Encrypt Password in cookie (Sept 2018 release)<br />
<br />
2 new options in web.config<br />
<br />
EnhancedSecurityPassword = encodes the password in the client cookie<br />
<br />
EnhancedSecurityPasswordPhrase = encodes based on this string - change this for more security - make sure you record this, if lost we cannot reset<br />
<br />
Settings Example<br />
<br />
<add key="EnhancedSecurityPassword" value="Y"/><br />
<add key="EnhancedSecurityPasswordPhrase" value="default"/><br />
<br />
<br />
----<br />
<br />
Security (2): Encrypt Password option<br />
<br />
-This must be set before any users are registered. It cannot be enabled retroactively. The password is hidden from the CRM user also in this scenario. <br />
<br />
The setting is in web.config<br />
Default<br />
<add key = "EncryptPassword" value = "N"/><br />
<br />
To enable<br />
<br />
<add key = "EncryptPassword" value = "Y"/><br />
<br />
You then add a trigger on the self-service Visitor table: This is used make the email the username. <br />
<br />
Trigger on visitor table<br />
<br />
create trigger [dbo].[UpdateLogonId]<br />
on [dbo].[Visitor]<br />
after insert, update<br />
as<br />
begin<br />
set nocount on;<br />
declare @visiId int<br />
DECLARE @Email VARCHAR(50)<br />
select @visiId = INSERTED.Visi_VisitorId<br />
from inserted<br />
select @Email = INSERTED.Visi_EmailAddress<br />
from inserted<br />
update Visitor<br />
SET Visi_LogonId = @Email<br />
WHERE Visi_VisitorId = @visiId<br />
END<br />
<br />
<br />
----<br />
<br />
Configure these ASP settings<br />
<br />
[[File:asp_limitsconfig.png]]<br />
<br />
otherwise you may see "Response buffer limit exceeded" when using cases with images</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Case_Details&diff=710Case Details2022-06-15T14:50:46Z<p>CrmtogetherPortal: </p>
<hr />
<div>Open cases<br />
<br />
[[File:case1_list.png]]<br />
<br />
Click on a case field to open <br />
<br />
[[File:case1_click.png]]<br />
<br />
View the case details<br />
<br />
[[File:case1_detail.png]]<br />
<br />
----<br />
<br />
Portal users can add Messages and Recordings and add files. <br />
<br />
[[File:casedetail1_buttons.png]]<br />
<br />
<br />
----<br />
<br />
The tracking notes list screen is called "PortalTracking". Create this as a SCREEN against the caseprogress entity. <br />
<br />
<br />
----<br />
<br />
The communications list screen is called "PortalCommunicationList". Create this as a SCREEN against the communication entity. <br />
<br />
----<br />
<br />
Set "DisableCaseNotes" to "N" in the web.config file for option to add case notes.<br />
<br />
<add key="DisableCaseNotes" value="N"/><br />
<br />
Set "HideTrackingNotes" to "N" in the web.config file to see case progress and notes.<br />
<br />
<add key="HideTrackingNotes" value="N"/><br />
<br />
[[File:case1_trackingnotes.png]]<br />
<br />
(Notes stored in case progress and as communications - the list below is from the caseprogress table)<br />
*the case progress data displayed can be filtered based on the "ProgressFilter" setting in the web.config file.<br />
<add key="ProgressFilter" value="and case_progressnote is not null"/><br />
<br />
----<br />
<br />
Set "ShowRequestClosure" to "Y" in the web.config file for option to request case closure.<br />
<br />
<add key="ShowRequestClosure" value="Y"/><br />
<br />
----<br />
<br />
Set "AllowCaseFileUpload" to "Y" in the web.config file to allow option for file upload and drag and drop option.<br />
<add key="AllowCaseFileUpload" value="Y"/><br />
<br />
By setting this value to "Y" Files upload are also displayed under case details.<br />
<br />
[[File:case1_fileuploads.png]]<br />
<br />
Set the max file size. In bytes(1048576 = 1MB) , 5MB default, 0 for no limit <br />
<br />
<add key="MaxFileSize" value="5242880"/><br />
<br />
Filter for file types (comma seperated values)<br />
<br />
<add key="AllowedUploadTypes" value="doc,zip,docx,rtf,txt,jpg,jpeg,png"/><br />
<br />
<br />
----<br />
Set "showSolutionsInCaseDetails" to "Y" in the web.config file to display suggested solutions that are linked to particular case.<br />
<br />
<add key="showSolutionsInCaseDetails" value="Y"/><br />
<br />
To change how many solutions are displayed change value in "smallGridLenght" in web.config file.<br />
<br />
<add key="smallGridLength" value="5"/><br />
<br />
To see solution press on solution field you want to see.<br />
<br />
[[File:case1_suggestedsolutions.png]]<br />
<br />
----<br />
<br />
To see most recent communication list set "DisableCommunicationList" to "N"<br />
<br />
<add key="DisableCommunicationList" value="N"/><br />
<br />
[[File:Cases_Comm.png|700px]]<br />
<br />
To filter communications for your preferences update<br />
<br />
<add key="commQueryCase" value="select top 5 * from vcommunication where comm_caseid=#case_caseid# and comm_action in ('EmailIn','EmailOut') order by comm_datetime desc"/><br />
<br />
----<br />
<br />
When displaying a list of files related to the case the following SQL can be added to a setting to filter<br />
<br />
EG<br />
<br />
<add key="FileListFilterCases" value="libr_filesize>80"/><br />
<br />
<br />
----<br />
Default settings for files uploaded to CRM <br />
<br />
<add key="case_libr_type" value="EmailAttachment"/><br />
<add key="case_libr_category" value="Support"/><br />
<add key="case_libr_status" value="Final"/><br />
<br />
These set the libr_type, libr_category and libr_status fields values.</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Case_Details&diff=709Case Details2022-06-15T14:50:08Z<p>CrmtogetherPortal: </p>
<hr />
<div>Open cases<br />
<br />
[[File:case1_list.png]]<br />
<br />
Click on a case field to open <br />
<br />
[[File:case1_click.png]]<br />
<br />
View the case details<br />
<br />
[[File:case1_detail.png]]<br />
<br />
----<br />
<br />
Portal users can add Messages and Recordings and add files. <br />
<br />
[[File:casedetail1_buttons.png]]<br />
<br />
<br />
----<br />
<br />
The tracking notes list screen is called "PortalTracking". Create this as a SCREEN against the caseprogress entity. <br />
<br />
<br />
----<br />
<br />
The communications list screen is called "PortalCommunicationList". Create this as a SCREEN against the communication entity. <br />
<br />
----<br />
<br />
Set "DisableCaseNotes" to "N" in the web.config file for option to add case notes.<br />
<br />
<add key="DisableCaseNotes" value="N"/><br />
<br />
Set "HideTrackingNotes" to "N" in the web.config file to see case progress and notes.<br />
<br />
<add key="HideTrackingNotes" value="N"/><br />
<br />
[[File:case1_trackingnotes.png]]<br />
<br />
(Notes stored in case progress and as communications - the list below is from the caseprogress table)<br />
*the case progress data displayed can be filtered based on the "ProgressFilter" setting in the web.config file.<br />
<add key="ProgressFilter" value="and case_progressnote is not null"/><br />
<br />
----<br />
<br />
Set "ShowRequestClosure" to "Y" in the web.config file for option to request case closure.<br />
<br />
<add key="ShowRequestClosure" value="Y"/><br />
<br />
----<br />
<br />
Set "AllowCaseFileUpload" to "Y" in the web.config file to allow option for file upload and drag and drop option.<br />
<add key="AllowCaseFileUpload" value="Y"/><br />
<br />
By setting this value to "Y" Files upload are also displayed under case details.<br />
<br />
[[File:case1_fileuploads.png]]<br />
<br />
Set the max file size. In bytes(1048576 = 1MB) , 5MB default, 0 for no limit <br />
<br />
<add key="MaxFileSize" value="5242880"/><br />
<br />
Filter for file types (comma seperated values)<br />
<br />
<add key="AllowedUploadTypes" value="doc,zip,docx,rtf,txt,jpg,jpeg,png"/><br />
<br />
----<br />
<br />
Set "AllowCaseFileUploadScreenShot" to "Y" in the web.config file for option to enable screenshot upload.<br />
<br />
<add key="AllowCaseFileUploadScreenShot" value="Y"/><br />
<br />
*Large screen shots not saving<br />
<br />
Issue is down to the size of the image and a limit in IIS<br />
<br />
To adjust the limit do the following:<br />
<br />
IIS7, IIS Admin & Click your CRM site and expand it then click the ASP icon.<br />
<br />
Expand the Limits Properties icon, and change the value in the “Maximum Requesting Entity Body Limit” to a value larger than 200000.<br />
<br />
Max value is 2147483647<br />
<br />
<br />
----<br />
Set "AllowDragAndDrop" to "Y" in the web.config file for option to enable drag and drop.<br />
<br />
<add key="AllowDragAndDrop" value="Y"/><br />
<br />
----<br />
Set "showSolutionsInCaseDetails" to "Y" in the web.config file to display suggested solutions that are linked to particular case.<br />
<br />
<add key="showSolutionsInCaseDetails" value="Y"/><br />
<br />
To change how many solutions are displayed change value in "smallGridLenght" in web.config file.<br />
<br />
<add key="smallGridLength" value="5"/><br />
<br />
To see solution press on solution field you want to see.<br />
<br />
[[File:case1_suggestedsolutions.png]]<br />
<br />
----<br />
<br />
To see most recent communication list set "DisableCommunicationList" to "N"<br />
<br />
<add key="DisableCommunicationList" value="N"/><br />
<br />
[[File:Cases_Comm.png|700px]]<br />
<br />
To filter communications for your preferences update<br />
<br />
<add key="commQueryCase" value="select top 5 * from vcommunication where comm_caseid=#case_caseid# and comm_action in ('EmailIn','EmailOut') order by comm_datetime desc"/><br />
<br />
----<br />
<br />
When displaying a list of files related to the case the following SQL can be added to a setting to filter<br />
<br />
EG<br />
<br />
<add key="FileListFilterCases" value="libr_filesize>80"/><br />
<br />
<br />
----<br />
Default settings for files uploaded to CRM <br />
<br />
<add key="case_libr_type" value="EmailAttachment"/><br />
<add key="case_libr_category" value="Support"/><br />
<add key="case_libr_status" value="Final"/><br />
<br />
These set the libr_type, libr_category and libr_status fields values.</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Messages&diff=708Messages2022-06-14T09:23:22Z<p>CrmtogetherPortal: </p>
<hr />
<div><br />
Requires a screen on "Communication" called<br />
"PortalMessagesListView" and the associated view "vcommunication"<br />
<br />
With fields:<br />
<br />
1. comm_subject<br />
<br />
2. comm_createdby<br />
<br />
3. comm_createddate<br />
<br />
4. comm_updateddate<br />
<br />
5. comm_email<br />
<br />
6. comm_note</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Messages&diff=707Messages2022-06-14T09:21:07Z<p>CrmtogetherPortal: Created page with " Requires a screen on "Communication" called "PortalMessagesListView" and the associated view "vcommunication" With fields 1. comm_subject 2. comm_createdby 3. comm_createddate 4. comm_updateddate 5. comm_email 6. comm_note"</p>
<hr />
<div><br />
Requires a screen on "Communication" called<br />
"PortalMessagesListView" and the associated view "vcommunication"<br />
<br />
With fields<br />
1. comm_subject<br />
2. comm_createdby<br />
3. comm_createddate<br />
4. comm_updateddate<br />
5. comm_email<br />
6. comm_note</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=MediaWiki:Sidebar&diff=706MediaWiki:Sidebar2022-06-14T09:18:59Z<p>CrmtogetherPortal: </p>
<hr />
<div>* SEARCH<br />
*CRM Customer 365 Portal<br />
**Intro|Intro<br />
**CSS|CSS<br />
**Logo|Logo<br />
<br />
*Menus<br />
**Log on|Log on<br />
**Menu Customisation|Menu Customisation<br />
**Dashboard|Dashboard<br />
**Home|Home<br />
**Messages|Messages<br />
**Cases1|Cases<br />
**Case Details|Case Details<br />
**Log New Case1|Log New Case<br />
**Company|Company<br />
**Downloads|Downloads<br />
**Download Page|Download Page<br />
**Global Downloads|Global Downloads<br />
**Solutions|Solutions<br />
**Contact Us|Contact Us<br />
**Register|Register<br />
**Activity|Activity<br />
**ExternalPages|ExternalPages<br />
<br />
*Case Management<br />
**Fields|Fields<br />
**Escalations|Escalations<br />
**Workflow|Workflow<br />
<br />
*Configuration<br />
**Installation|Installation<br />
**web.config|web.config<br />
**Requirements|Requirements<br />
**Setup|Setup<br />
**Captions|Captions<br />
**Menus|Menus<br />
**Font|Font<br />
**CRM Scripting|CRM Scripting<br />
**CRM Visitors|CRM Visitors<br />
<br />
* TOOLBOX<br />
* LANGUAGES</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Dashboard&diff=705Dashboard2022-06-13T10:45:16Z<p>CrmtogetherPortal: </p>
<hr />
<div>June 22<br />
<br />
This setting allows you to hide/show the case graph<br />
<br />
<add key="hideCaseGraph" value="Y"/><br />
<br />
-----<br />
This setting allows you to Show or hide the Case Count section<br />
<br />
Case Count and Date last case logged:<br />
<br />
<add key="ShowCaseCount" value="Y"/><br />
<br />
----<br />
From 08/08/2016<br />
<br />
Client count, next maintenance due and client name for maintenance:<br />
<br />
<add key="ShowClientCount" value="Y"/><br />
<br />
For this option new fields need to be added in CRM to Company Table:<br />
[[Field Caption Field Name Field Type]]<br />
Business Partner comp_buspartnercompid Adv Search Select<br />
<br />
[[File:Company_field.png|700px]]<br />
<br />
----<br />
From 08/08/2016<br />
<br />
Download count, last downloaded file and date:<br />
<br />
To keep track on users downloads set "TrackDownloads" to "Y"<br />
<br />
<add key="TrackDownloads" value="Y"/><br />
<br />
To display information in dashboard set "ShowDownloadCount" to "Y"<br />
<br />
<add key="ShowDownloadCount" value="Y"/><br />
<br />
For this option new fields need to be added in CRM to Person Table:<br />
[[Field Caption Field Name Field Type Size]]<br />
Number of Downloads pers_downcount Integer<br />
Last Downloaded Document pers_lastdowndoc Text 100* <br />
Last Download Date pers_lastdowndate Date & Time<br />
<br />
*Size of the field should accommodate document file name length.<br />
Maximum file name length can also be reconfigured in web.config. This value should be less or equal to field size in CRM<br />
<br />
<add key="MaxDocNameLenght" value="100"/> <br />
<br />
[[File:Dashboard_Pers.png|700px]]<br />
<br />
----<br />
<br />
Maintenance count, next maintenance due and client name for maintenance:<br />
<br />
<add key="ShowMaintenanceCount" value="Y"/><br />
<br />
Next maintenance script<br />
<br />
<add key="NextMaintenanceSQL" value="select * from ctProductSupport where prsu_expiry > GETDATE() and #searchvalue# and prsu_status &lt;&gt; 'notrenewing' order by prsu_expiry asc" /><br />
<br />
----<br />
<br />
Email count and proportion for Emails out and Emails in:<br />
<br />
<add key="ShowEmailCount" value="Y"/><br />
<br />
----<br />
<br />
[[File:dashboard.png|700px]]<br />
<br />
<br />
----<br />
From January 2017<br />
<br />
Option to allow you configure the SQL used to create the Active cases graph and how it is grouped<br />
<br />
EG<br />
<br />
<add key="DashboardCases" value="select isnull(case_problemtype,'(--)') as case_product, count(*) as numberOfCases from vcases where Case_Status = 'In Progress' and #search# group by case_problemtype" /></div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Requirements&diff=704Requirements2022-02-28T11:24:47Z<p>CrmtogetherPortal: </p>
<hr />
<div>Requirements<br />
<br />
Sage CRM versions 2018,2019 2020, 2021, 2022 supported. <br />
<br />
The Sage CRM license must have Self-Service in it.<br />
<br />
----<br />
<br />
.Net 4.5.2 on the server app pool<br />
<br />
The Portal needs to be on the same server as CRM.<br />
<br />
IE (Internet Explorer) in compatibility mode is not supported. <br />
<br />
*Data wise email addresses are used to identify person records so email addresses should be unique per company (IE the same email address cannot be used for more than one person in a single company)<br />
<br />
----<br />
<br />
Notes: <br />
<br />
CRM will only allow one instance per server of CRM be the self-service portal<br />
<br />
'''Troubleshoot'''<br />
<br />
To re-register the server open a command prompt and navigate to the wwwroot folder within the CRM folder structure. Typically this is 'C:\Program Files\Sage\CRM\CRM\WWWRoot' Once there type<br />
<br />
regsvr32 eware.dll<br />
<br />
A Message should appear to confirm that the eware.dll has been registered. Typically if this is required you will also need to reset the registry settings to point to the correct CRM database also. *<br />
*Please note that installing another CRM instance on the same machine does override these settings and will lead to issues like those described above.<br />
<br />
<br />
----<br />
<br />
CRM Self-Service settings should be correctly configured and you should be able to see the "Vistor" and "Visitor Profile" table in the customization area.</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Log_New_Case1&diff=703Log New Case12022-02-09T12:48:49Z<p>CrmtogetherPortal: </p>
<hr />
<div>Click on the menu option Cases, then "+" sign and complete the fields as appropriate <br />
<br />
[[File:log_case1.png]]<br />
<br />
----<br />
<br />
When user types in Case Description, Suggested solutions are displayed based on this description.<br />
<br />
[[File:log_newcase1.png]]<br />
<br />
To enable this option set "showSolutionsInLogCase" in web.config file to "Y"<br />
<br />
<add key="showSolutionsInLogCase" value="Y"/><br />
<br />
To change how many solutions are displayed change value in "smallGridLenght" in web.config file.<br />
<br />
<add key="smallGridLength" value="5"/><br />
<br />
To see solution press on solution field you want to see.<br />
----<br />
<br />
New cases logged from the portal have their assigned user value set as the "pers_primaryuserid" but you can configure this option using the following parameters<br />
<br />
<add key="CaseAssignedUserField" value="pers_primaryuserid"/><br />
<add key="UseCaseAssignedUserField" value="Y"/><br />
<br />
----<br />
<br />
The Screen used is usually called "PortalNewCase" and the setting in the web.config is also called this. <br />
EG<br />
<add key="PortalNewCase" value="PortalNewCase"/><br />
<br />
----<br />
<br />
<br />
Round robin assignment (new feature from Oct 14)<br />
The system can now be configured to assign cases on a round robin basis. <br />
<br />
Setting '''UseRoundRobinCaseAssignement''' <br />
<br />
<add key="UseRoundRobinCaseAssignement" value="Y" /><br />
<br />
Sql setting to get a list of active users to select case_assigneduserid from<br />
<br />
<add key="setAssignerUserSQL" value="select user_userid from activity left join users on acty_userid=user_userid left join channel on chan_channelid=User_PrimaryChannelId where acty_logout is null and acty_logoutmethod is null and acty_createddate &gt; (getdate()-1) order by user_userid asc" /><br />
<br />
<br />
Default user id to use (if no active users)<br />
<br />
<add key="setAssignerUserDefault" value="1" /><br />
<br />
Default case team (channel) to be the company team/channel<br />
<br />
<add key="use_default_case_channelid" value="Y" /><br />
<br />
<br />
----<br />
<br />
There is way to display an extra text when new case is being created based on company fields.<br />
<br />
[[File:Feetext.png]]<br />
<br />
To do this, add "js/customscriptname.js" to "CustomScript" setting in web.config file.<br />
<br />
<add key="CustomScript" value="js/customscriptname.js" /><br />
<br />
Code in "customscriptname.js":<br />
1. $(document).ready(function () {<br />
2. var textField = $('#_Captcase_casefee');// field where message will be displayed<br />
3. if (comp_type == 'Customer') {<br />
4. textField.text("*Some custom note here");<br />
5. textField.css({ 'color': '#FFA500', 'font-weight': 'bold' });<br />
6. $('#case_casefee').hide();<br />
7. } else {<br />
8. textField.hide();<br />
9. $('#case_casefee').hide();<br />
10. }<br />
11. });<br />
<br />
For example, it was precoded that above text is displayed to Companies whose type (comp_type) is "Customer"<br />
<br />
If, for example, message needs to be displayed only to particular companies based on type and territory, change line 3 in above example to:<br />
<br />
3. if (comp_type == 'Customer' && comp_territory == 'Europe') {<br />
<br />
These fields also needs to be added in web.comfig file.<br />
<br />
<add key="CompanyOutputfields" value="comp_type, comp_territory " /><br />
<br />
<br />
----<br />
<br />
Emails when a case is created.<br />
<br />
Outside of customising Sage CRM's escalations you can configure settings in the system to send emails when a case is created<br />
<br />
To do this the setting <br />
UseEmail<br />
<br />
must be = Y<br />
EG<br />
<add key="UseEmail" value="Y"/><br />
<br />
Your setting<br />
CreateTrackingNoteNotification<br />
EG<br />
<add key="CreateTrackingNoteNotification" value="Y"/><br />
must also be Y<br />
<br />
Finally you can specify which template in CRM you want to use with the setting<br />
CaseCreatedTemplate<br />
<br />
EG<br />
<add key="CaseCreatedTemplate" value="ctCaseCreatedTemplate"/><br />
<br />
..where ctCaseCreatedTemplate is the name of an email template in CRM<br />
<br />
An email is then sent to the email address of the case assigned user.<br />
<br />
<br />
----<br />
<br />
UseTeamEmail<br />
<br />
This option allows you to have the case assigned users team emailed.<br />
Set to Y to enable.<br />
----<br />
<br />
Option to allow you to send an email on case create to a person. To turn on set <br />
SendMasterCaseOnCreateEmail=Y<br />
<br />
SendMasterCaseOnCreateEmailAddresses should contain a comma delimited list of email addresses<br />
<br />
<add key="SendMasterCaseOnCreateEmail" value="Y"/><br />
<add key="SendMasterCaseOnCreateEmailAddresses" value="someone@server.com"/><br />
<br />
<br />
----<br />
To send an email to the client you would do the following:<br />
<br />
1. Create a new field EG "case_newcaseesc" (make this a selection-values Y/N / Lookup Family=YesNo)<br />
2. Create a new table script and updatet the "updaterecord" as follows<br />
<br />
function UpdateRecord(){<br />
var CaseRec=CRM.CreateQueryObj("SELECT * FROM Cases WITH (NOLOCK) WHERE case_referenceid like '0-%' and case_newcaseesc is null and " + WhereClause);<br />
CaseRec.SelectSQL();<br />
if (!CaseRec.eof)<br />
{<br />
Values("case_newcaseesc")="Y";<br />
}<br />
}<br />
<br />
Note that the SQL only sets the flag for portal created cases<br />
<br />
3. Create an escalation that fires the email etc<br />
<br />
EG<br />
<br />
[[File:portalescalation.png]]<br />
<br />
<br />
----<br />
<br />
May 2018 Update<br />
<br />
Advanced Search Select Fields<br />
<br />
We alter the HTML rendered to make SSA field work. There is also some configuration on the server side to control access. <br />
<br />
This is an example of the settings for a company lookup<br />
<br />
1. Lookup fields for entity <br />
EntityName_Lookup_Enabled is required to be set to Y for the lookup to work. This is a security setting to prevent unauthorized access.<br />
<br />
<add key="Company_Lookup_Enabled" value="N"/><br />
<br />
2. Text to appear on the lookup<br />
<br />
<add key="Company_Lookup_lblLookupSelect" value="Select Company"/><br />
<br />
3. SQL to be user - Values replaced are #companyid#, #pers_personid# and #searchvalue#<br />
<br />
<add key="Company_Lookup_SearchSQL" value="select * from vCompany where comp_businesspartnerid=#companyid# and comp_Name like '%#searchvalue#%'"/><br />
<add key="Company_Lookup_GridLength" value="5"/><br />
<br />
4. List in CRM to use to control what columns are displayed<br />
<add key="Company_Lookup_ListName" value="CompanyPortalLookup"/><br />
*this list needs to be created in CRM. The first column needs to have the hyperlink set to custom jump and there needs to be some text "link" in the "custom file" text box<br />
<br />
[[File:lookuplistdefinition.png]]<br />
<br />
[[File:lookuplistsetup.png]]<br />
<br />
5. Custom Lookup translations<br />
Structure is<br />
EntityName_LookupTran_code<br />
<br />
<add key="Company_LookupTran_btnSearch" value="Search"/><br />
<add key="Company_LookupTran_headerText" value="Search for the Company and click to select"/><br />
<br />
* In testing it seems Sage CRM will not render some SSA fields (opportunity,cases and campaigns). Company, Person and Custom entities are available. <br />
<br />
Date Only and DateTime fields<br />
<br />
We alter the HTML rendered to make these fields work. There are settings in the system. The "timepickerformat" should not be changed.<br />
<br />
<add key="datepickerformat" value="dd/mm/yy"/><br />
<add key="timepickerformat" value="h:i A"/><br />
<br />
User Lookup fields supported<br />
<br />
Default settings<br />
<br />
<add key="Users_Lookup_Enabled" value="N"/><br />
<add key="Users_Lookup_lblLookupSelect" value="Select User"/><br />
<add key="Users_Lookup_SearchSQL" value="select * from vUsers where (user_logon like '%#searchvalue#%') or (user_fullname like '%#searchvalue#%')"/><br />
<add key="Users_Lookup_GridLength" value="5"/><br />
<add key="Users_Lookup_ListName" value="UsersPortalLookup"/><br />
<add key="Users_LookupTran_btnSearch" value="Search"/><br />
<add key="Users_LookupTran_headerText" value="Search for the Users and click to select"/></div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Log_New_Case1&diff=702Log New Case12022-02-09T12:47:39Z<p>CrmtogetherPortal: </p>
<hr />
<div>Click on the menu option Cases, then "+" sign and complete the fields as appropriate <br />
<br />
[[File:log_case1.png]]<br />
<br />
----<br />
<br />
When user types in Case Description, Suggested solutions are displayed based on this description.<br />
<br />
[[File:log_newcase1.png]]<br />
<br />
To enable this option set "showSolutionsInLogCase" in web.config file to "Y"<br />
<br />
<add key="showSolutionsInLogCase" value="Y"/><br />
<br />
To change how many solutions are displayed change value in "smallGridLenght" in web.config file.<br />
<br />
<add key="smallGridLength" value="5"/><br />
<br />
To see solution press on solution field you want to see.<br />
----<br />
<br />
New cases logged from the portal have their assigned user value set as the "pers_primaryuserid" but you can configure this option using the following parameters<br />
<br />
<add key="CaseAssignedUserField" value="pers_primaryuserid"/><br />
<add key="UseCaseAssignedUserField" value="Y"/><br />
<br />
----<br />
<br />
The Screen used is usually called "PortalNewCase" and the setting in the web.config is also called this. <br />
EG<br />
<add key="PortalNewCase" value="PortalNewCase"/><br />
<br />
----<br />
<br />
<br />
Round robin assignment (new feature from Oct 14)<br />
The system can now be configured to assign cases on a round robin basis. <br />
<br />
Setting '''UseRoundRobinCaseAssignement''' <br />
<br />
<add key="UseRoundRobinCaseAssignement" value="Y" /><br />
<br />
Sql setting to get a list of active users to select case_assigneduserid from<br />
<br />
<add key="setAssignerUserSQL" value="select user_userid from activity left join users on acty_userid=user_userid left join channel on chan_channelid=User_PrimaryChannelId where acty_logout is null and acty_logoutmethod is null and acty_createddate &gt; (getdate()-1) order by user_userid asc" /><br />
<br />
<br />
Default user id to use (if no active users)<br />
<br />
<add key="setAssignerUserDefault" value="1" /><br />
<br />
Default case team (channel) to be the company team/channel<br />
<br />
<add key="use_default_case_channelid" value="Y" /><br />
<br />
<br />
----<br />
<br />
There is way to display an extra text when new case is being created based on company fields.<br />
<br />
[[File:Feetext.png]]<br />
<br />
To do this, add "js/customscriptname.js" to "CustomScript" setting in web.config file.<br />
<br />
<add key="CustomScript" value="js/customscriptname.js" /><br />
<br />
Code in "customscriptname.js":<br />
1. $(document).ready(function () {<br />
2. var textField = $('#_Captcase_casefee');// field where message will be displayed<br />
3. if (comp_type == 'Customer') {<br />
4. textField.text("*Some custom note here");<br />
5. textField.css({ 'color': '#FFA500', 'font-weight': 'bold' });<br />
6. $('#case_casefee').hide();<br />
7. } else {<br />
8. textField.hide();<br />
9. $('#case_casefee').hide();<br />
10. }<br />
11. });<br />
<br />
For example, it was precoded that above text is displayed to Companies whose type (comp_type) is "Customer"<br />
<br />
If, for example, message needs to be displayed only to particular companies based on type and territory, change line 3 in above example to:<br />
<br />
3. if (comp_type == 'Customer' && comp_territory == 'Europe') {<br />
<br />
These fields also needs to be added in web.comfig file.<br />
<br />
<add key="CompanyOutputfields" value="comp_type, comp_territory " /><br />
<br />
<br />
----<br />
<br />
Emails when a case is created.<br />
<br />
Outside of customising Sage CRM's escalations you can configure settings in the system to send emails when a case is created<br />
<br />
To do this the setting <br />
UseEmail<br />
<br />
must be = Y<br />
EG<br />
<add key="UseEmail" value="Y"/><br />
<br />
Your setting<br />
CreateTrackingNoteNotification<br />
EG<br />
<add key="CreateTrackingNoteNotification" value="Y"/><br />
must also be Y<br />
<br />
Finally you can specify which template in CRM you want to use with the setting<br />
CaseCreatedTemplate<br />
<br />
EG<br />
<add key="CaseCreatedTemplate" value="ctCaseCreatedTemplate"/><br />
<br />
..where ctCaseCreatedTemplate is the name of an email template in CRM<br />
<br />
An email is then sent to the email address of the case assigned user.<br />
<br />
<br />
----<br />
<br />
UseTeamEmail<br />
<br />
This option allows you to have the case assigned users team emailed.<br />
Set to Y to enable.<br />
----<br />
<br />
Option to allow you to send an email on case create to a person. To turn on set <br />
SendMasterCaseOnCreateEmail=Y<br />
<br />
SendMasterCaseOnCreateEmailAddresses should contain a comma delimited list of email addresses<br />
<br />
<add key="SendMasterCaseOnCreateEmail" value="Y"/><br />
<add key="SendMasterCaseOnCreateEmailAddresses" value="someone@server.com"/><br />
<br />
<br />
----<br />
To send an email to the client you would do the following:<br />
<br />
1. Create a new field EG "case_newcaseesc" (make this a selection-values Y/N)<br />
2. Create a new table script and updatet the "updaterecord" as follows<br />
<br />
function UpdateRecord(){<br />
var CaseRec=CRM.CreateQueryObj("SELECT * FROM Cases WITH (NOLOCK) WHERE case_referenceid like '0-%' and case_newcaseesc is null and " + WhereClause);<br />
CaseRec.SelectSQL();<br />
if (!CaseRec.eof)<br />
{<br />
Values("case_newcaseesc")="Y";<br />
}<br />
}<br />
<br />
Note that the SQL only sets the flag for portal created cases<br />
<br />
3. Create an escalation that fires the email etc<br />
<br />
EG<br />
<br />
[[File:portalescalation.png]]<br />
<br />
<br />
----<br />
<br />
May 2018 Update<br />
<br />
Advanced Search Select Fields<br />
<br />
We alter the HTML rendered to make SSA field work. There is also some configuration on the server side to control access. <br />
<br />
This is an example of the settings for a company lookup<br />
<br />
1. Lookup fields for entity <br />
EntityName_Lookup_Enabled is required to be set to Y for the lookup to work. This is a security setting to prevent unauthorized access.<br />
<br />
<add key="Company_Lookup_Enabled" value="N"/><br />
<br />
2. Text to appear on the lookup<br />
<br />
<add key="Company_Lookup_lblLookupSelect" value="Select Company"/><br />
<br />
3. SQL to be user - Values replaced are #companyid#, #pers_personid# and #searchvalue#<br />
<br />
<add key="Company_Lookup_SearchSQL" value="select * from vCompany where comp_businesspartnerid=#companyid# and comp_Name like '%#searchvalue#%'"/><br />
<add key="Company_Lookup_GridLength" value="5"/><br />
<br />
4. List in CRM to use to control what columns are displayed<br />
<add key="Company_Lookup_ListName" value="CompanyPortalLookup"/><br />
*this list needs to be created in CRM. The first column needs to have the hyperlink set to custom jump and there needs to be some text "link" in the "custom file" text box<br />
<br />
[[File:lookuplistdefinition.png]]<br />
<br />
[[File:lookuplistsetup.png]]<br />
<br />
5. Custom Lookup translations<br />
Structure is<br />
EntityName_LookupTran_code<br />
<br />
<add key="Company_LookupTran_btnSearch" value="Search"/><br />
<add key="Company_LookupTran_headerText" value="Search for the Company and click to select"/><br />
<br />
* In testing it seems Sage CRM will not render some SSA fields (opportunity,cases and campaigns). Company, Person and Custom entities are available. <br />
<br />
Date Only and DateTime fields<br />
<br />
We alter the HTML rendered to make these fields work. There are settings in the system. The "timepickerformat" should not be changed.<br />
<br />
<add key="datepickerformat" value="dd/mm/yy"/><br />
<add key="timepickerformat" value="h:i A"/><br />
<br />
User Lookup fields supported<br />
<br />
Default settings<br />
<br />
<add key="Users_Lookup_Enabled" value="N"/><br />
<add key="Users_Lookup_lblLookupSelect" value="Select User"/><br />
<add key="Users_Lookup_SearchSQL" value="select * from vUsers where (user_logon like '%#searchvalue#%') or (user_fullname like '%#searchvalue#%')"/><br />
<add key="Users_Lookup_GridLength" value="5"/><br />
<add key="Users_Lookup_ListName" value="UsersPortalLookup"/><br />
<add key="Users_LookupTran_btnSearch" value="Search"/><br />
<add key="Users_LookupTran_headerText" value="Search for the Users and click to select"/></div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Font&diff=701Font2022-02-03T12:50:15Z<p>CrmtogetherPortal: </p>
<hr />
<div>To set the system font modify the ewaress.css file<br />
<br />
/*font controlled here*/<br />
body, table, td <br />
{<br />
font-size: 13px;<br />
color :black;<br />
font-family: Arial, Sans-Serif;<br />
}<br />
<br />
In this instance you can see that we set the font to be size 13px and family to use "Arial, Sans-Serif".<br />
<br />
Icons are use from Font Awesome 4.6.1<br />
<br />
Within the SQL box on the portal menus set the icon to be the name of the icon<br />
e.g. fa fa-home fa-lg<br />
fa-lg - sets icon size<br />
<br />
To increase icon sizes relative to their container, use the fa-lg (33% increase), fa-2x, fa-3x, fa-4x, or fa-5x classes.<br />
Or just use e.g fa fa-home for default size.<br />
<br />
Full list of icons available at<br />
<br />
[https://fontawesome.com/v4.7.0/ Font Awesome Cheet Sheet]<br />
<br />
[https://fontawesome.com/v4.7/icons/ Icons]</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Web.config&diff=700Web.config2020-10-19T14:15:25Z<p>CrmtogetherPortal: </p>
<hr />
<div>Currently the main area to modify the text of the portal is in the web.config file.<br />
<br />
The web.config file is located in the customer365 folder (usually 'C:\Program Files (x86)\Sage\CRM\CRM\WWWRoot\CustomPages\Customer365')<br />
<br />
The web.config file contains descriptions for the settings.<br />
<br />
License<br />
<br />
<add key="Portal365License" value="pastehere"/><br />
<br />
<br />
<br />
----<br />
Optional filter for case list<br />
<br />
<add key="CaseFilter" value="and case_deleted is null"/><br />
<br />
----<br />
Impersonation now available to download MAS invoice files. Settings required are<br />
<br />
<add key="SysDomain" value="xxxx "/><br />
<add key="SysUser" value="yyy"/><br />
<add key="SysUserPassword" value="xxxx"/><br />
<br />
<br />
----<br />
<br />
File upload options<br />
<br />
Case file upload - set to Y to allow/Default - N<br />
<add key="AllowCaseFileUpload" value="Y"/><br />
<br />
Company file upload - set to Y to allow/Default - N<br />
<add key="AllowAccountFileUpload" value="Y"/><br />
<br />
options are<br />
in bytes(1048576 = 1MB) , 5MB default, 0 for no limit <br />
<add key="MaxFileSize" value="5242880"/><br />
<br />
values are comma seperated, leave empty for all types <br />
<add key="AllowedUploadTypes" value="doc,zip,docx,rtf,txt"/><br />
<br />
<br />
----<br />
<br />
Registration settings<br />
<br />
<br />
Registration settings<br />
RegisterDisablePage - Set to Y to stop the page being accessed (useful if you have the menu turned off you can also stop anyone accessing the functionality using the direct url)<br />
RegisterAllowCreatePerson - set to Y to enable -Allows people not in the database to register once their email domain matches a company in the system<br />
RegisterEmailAdminOnRegister - set to Y for an email to be sent to the AdminEmailAddress when a user registers<br />
<br />
<add key="RegisterDisablePage" value="N" /><br />
<add key="RegisterAllowCreatePerson" value="Y" /><br />
<add key="RegisterEmailAdminOnRegister" value="Y" /><br />
<br />
<br />
<br />
----<br />
<br />
Custom Email Templates Settings<br />
<br />
<add key = "usePassRegTemplate" value ="Y"/><br />
<add key = "PasswordTemplateName" value ="#PasswordTemplateName#"/><br />
<add key = "RegistrationTemplateName" value ="#RegistrationTemplateName#"/><br />
<br />
Setting option usePassRegTemplate to "Y" sets portal to use Custom E-mail Templates when sending Password Reset Email and Registration Email.<br />
<br />
The e-mail templates need to be created in Sage CRM E-mail Templates and the names of the templates needs to be added to the value section of PasswordTemplateName and RegistrationTemplateName keys<br />
<br />
----<br />
<br />
Encrypt License<br />
<br />
<add key = "EncryptPassword" value = "Y"/><br />
<br />
It is possible to use client side encryption of passwords before logging in to Portal. However this will only work if starting the system from the beginning.<br />
<br />
<br />
----<br />
<br />
GridLength<br />
<br />
This allows you to specify the length of the grids (add grids) on the system.</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=ExternalPages&diff=699ExternalPages2020-10-19T14:11:57Z<p>CrmtogetherPortal: </p>
<hr />
<div>You can embed external pages by copying the file<br />
<br />
extwrapper_template.aspx<br />
<br />
and renaming this<br />
<br />
EG<br />
<br />
mywebsite.aspx<br />
<br />
and then in the web.config file create a setting with the same key value as the full page name<br />
<br />
EG<br />
<br />
<add key="mywebsite.aspx" value="http://crmtogether.com"/><br />
<br />
This embeds the page in an iframe within the portal. <br />
<br />
*Please note that some sites like youtube will block you from using its content in an iframe.<br />
<br />
<br />
OCT 2020<br />
To have the website open in a new tab/window you need to add "T=Y" as a quesry string onto the url in CRM<br />
<br />
Example<br />
<br />
mywebsite.aspx?T=Y</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Requirements&diff=698Requirements2020-08-18T09:04:19Z<p>CrmtogetherPortal: </p>
<hr />
<div>Requirements<br />
<br />
Sage CRM versions 7.3, 2017R1/R2/R3 ,2018R1/R2/R3,2019 and 2020 supported. <br />
<br />
The Sage CRM license must have Self-Service in it.<br />
<br />
----<br />
<br />
.Net 4.5.2 on the server app pool<br />
<br />
The Portal needs to be on the same server as CRM.<br />
<br />
IE (Internet Explorer) in compatibility mode is not supported. <br />
<br />
*Data wise email addresses are used to identify person records so email addresses should be unique per company (IE the same email address cannot be used for more than one person in a single company)<br />
<br />
----<br />
<br />
Notes: <br />
<br />
CRM will only allow one instance per server of CRM be the self-service portal<br />
<br />
'''Troubleshoot'''<br />
<br />
To re-register the server open a command prompt and navigate to the wwwroot folder within the CRM folder structure. Typically this is 'C:\Program Files\Sage\CRM\CRM\WWWRoot' Once there type<br />
<br />
regsvr32 eware.dll<br />
<br />
A Message should appear to confirm that the eware.dll has been registered. Typically if this is required you will also need to reset the registry settings to point to the correct CRM database also. *<br />
*Please note that installing another CRM instance on the same machine does override these settings and will lead to issues like those described above.<br />
<br />
<br />
----<br />
<br />
CRM Self-Service settings should be correctly configured and you should be able to see the "Vistor" and "Visitor Profile" table in the customization area.</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Font&diff=697Font2020-03-10T17:31:37Z<p>CrmtogetherPortal: </p>
<hr />
<div>To set the system font modify the ewaress.css file<br />
<br />
/*font controlled here*/<br />
body, table, td <br />
{<br />
font-size: 13px;<br />
color :black;<br />
font-family: Arial, Sans-Serif;<br />
}<br />
<br />
In this instance you can see that we set the font to be size 13px and family to use "Arial, Sans-Serif".<br />
<br />
Icons are use from Font Awesome 4.6.1<br />
<br />
Within the SQL box on the portal menus set the icon to be the name of the icon<br />
e.g. fa fa-home fa-lg<br />
fa-lg - sets icon size<br />
<br />
To increase icon sizes relative to their container, use the fa-lg (33% increase), fa-2x, fa-3x, fa-4x, or fa-5x classes.<br />
Or just use e.g fa fa-home for default size.<br />
<br />
Full list of icons available at<br />
<br />
[https://fontawesome.com/v4.7.0/ Font Awesome Cheet Sheet]</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Font&diff=696Font2020-03-10T17:31:22Z<p>CrmtogetherPortal: </p>
<hr />
<div>To set the system font modify the ewaress.css file<br />
<br />
/*font controlled here*/<br />
body, table, td <br />
{<br />
font-size: 13px;<br />
color :black;<br />
font-family: Arial, Sans-Serif;<br />
}<br />
<br />
In this instance you can see that we set the font to be size 13px and family to use "Arial, Sans-Serif".<br />
<br />
Icons are use from Font Awesome 4.6.1<br />
<br />
http://fontawesome.io/<br />
<br />
Within the SQL box on the portal menus set the icon to be the name of the icon<br />
e.g. fa fa-home fa-lg<br />
fa-lg - sets icon size<br />
<br />
To increase icon sizes relative to their container, use the fa-lg (33% increase), fa-2x, fa-3x, fa-4x, or fa-5x classes.<br />
Or just use e.g fa fa-home for default size.<br />
<br />
Full list of icons available at<br />
<br />
[https://fontawesome.com/v4.7.0/ Font Awesome Cheet Sheet]</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Menu_Customisation&diff=695Menu Customisation2020-03-10T17:30:56Z<p>CrmtogetherPortal: </p>
<hr />
<div>The Main menu on the LHS of the page is created from metadata<br />
<br />
[[File:Mainmenu.png|700px]]<br />
<br />
To edit select <br />
<br />
Administration -> Customisation -> Users<br />
<br />
There are 2 menus. One for when the user is logged out and one for when the user is logged on.<br />
<br />
The menu for unauthenticated users is "PortalLogonMenu".<br />
<br />
The menu for authenticated users is "PortalSupport".<br />
<br />
The menu for authenticated users downloads is "Portaldownloads".<br />
<br />
The download.aspx page can be copied and re-used with a different menu (allowing you have more than one download page) - The menu name should be the same as the page name<br />
If for example you rename the page "PortalHelp.aspx" then the tabgroup must be called "PortalHelp.aspx"<br />
<br />
[[File:Usermenu2.png|700px]]<br />
<br />
----<br />
<br />
On top of navigation menu user can enable or disable users and users company information.<br />
<br />
[[File:UserInfo_Y.png|700px]]<br />
<br />
To also display header title set "UseHeaderDisplayTitles" to "Y" in web.config file.<br />
<br />
<add key="UseHeaderDisplayTitles" value="Y" /><br />
<br />
[[File:UserInfo_YW.png|700px]]<br />
<br />
To hide user`s name in web.config file set "showUserName" to "N", to hide company information set "showCompanyFields" to "N". Or set both values to "N" to hide this information<br />
<br />
<add key="showUserName" value="N" /><br />
<br />
<add key="showCompanyFields" value="N" /><br />
<br />
[[File:UserInfo_N.png|700px]]<br />
----<br />
<br />
Menu items can be restricted for viewing for particular users.<br />
<br />
To do this, add condition in CRM users menu<br />
<br />
e.g. For "Resources" add condition - SQL: fa fa-external-link fa-lg'''#company,comp_type='customer''''<br />
<br />
In this case only company whose type is customer will be able to see "Resources" tab in navigation menu.<br />
<br />
<br />
[[File:RestrictUser.png|700px]]<br />
<br />
<br />
----<br />
Example values for the menu images<br />
<br />
fa fa-dashboard fa-lg <br />
fa fa-inbox fa-lg<br />
fa fa-building fa-lg<br />
fa fa-download fa-lg<br />
fa fa-envelope fa-lg<br />
fa fa-sign-out fa-lg<br />
fa fa-home<br />
fa fa-key<br />
<br />
ref: [https://fontawesome.com/v4.7.0/ Font Awesome Cheet Sheet]</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=MediaWiki:Sidebar&diff=694MediaWiki:Sidebar2019-12-19T17:37:47Z<p>CrmtogetherPortal: </p>
<hr />
<div>* SEARCH<br />
*CRM Customer 365 Portal<br />
**Intro|Intro<br />
**CSS|CSS<br />
**Logo|Logo<br />
<br />
*Menus<br />
**Log on|Log on<br />
**Menu Customisation|Menu Customisation<br />
**Dashboard|Dashboard<br />
**Home|Home<br />
**Cases1|Cases<br />
**Case Details|Case Details<br />
**Log New Case1|Log New Case<br />
**Company|Company<br />
**Downloads|Downloads<br />
**Download Page|Download Page<br />
**Global Downloads|Global Downloads<br />
**Solutions|Solutions<br />
**Contact Us|Contact Us<br />
**Register|Register<br />
**Activity|Activity<br />
**ExternalPages|ExternalPages<br />
<br />
*Case Management<br />
**Fields|Fields<br />
**Escalations|Escalations<br />
**Workflow|Workflow<br />
<br />
*Configuration<br />
**Installation|Installation<br />
**web.config|web.config<br />
**Requirements|Requirements<br />
**Setup|Setup<br />
**Captions|Captions<br />
**Menus|Menus<br />
**Font|Font<br />
**CRM Scripting|CRM Scripting<br />
**CRM Visitors|CRM Visitors<br />
<br />
* TOOLBOX<br />
* LANGUAGES</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Setup&diff=693Setup2019-11-20T14:07:28Z<p>CrmtogetherPortal: </p>
<hr />
<div>The CRM system that the portal points to is controlled via the web.config settings<br />
<br />
<add key="PortalPath" value="http://yoursever/CRM/custompages/SageCRM/component/"/><br />
<add key="CRMPath" value="http://yourserver/CRM"/><br />
<br />
----<br />
<br />
The visitor table should be updated to cater for longer values than is has.<br />
We do this using the following SQL.<br />
<br />
ALTER TABLE visitor<br />
ALTER COLUMN Visi_LogonId [nvarchar](255)<br />
<br />
ALTER TABLE visitor<br />
ALTER COLUMN Visi_Password [nvarchar](60)<br />
<br />
If this SQL does not work (some servers dont seem to allow it) try the following<br />
<br />
Create a new table based on the visitor table but with larger size columns<br />
<br />
CREATE TABLE [dbo].[visitor_new]( [Visi_VisitorId] [int] IDENTITY(1,1) NOT NULL, [Visi_VisitorKey] [nvarchar](50) NULL, [Visi_LogonId] [nvarchar](255) NULL, [Visi_Password] [nvarchar](12) NULL, [Visi_PersonId] [int] NULL, [Visi_CompanyId] [int] NULL, [Visi_IpAddress] [nvarchar](15) NULL, [Visi_Salutation] [nvarchar](10) NULL, [Visi_FirstName] [nvarchar](30) NULL, [Visi_LastName] [nvarchar](40) NULL, [Visi_MiddleName] [nvarchar](30) NULL, [Visi_Suffix] [nvarchar](20) NULL, [Visi_Gender] [nvarchar](6) NULL, [Visi_Title] [nvarchar](30) NULL, [Visi_TitleCode] [nvarchar](15) NULL, [Visi_CompanyName] [nvarchar](60) NULL, [Visi_PhoneCountryCode] [nvarchar](5) NULL, [Visi_PhoneAreaCode] [nvarchar](20) NULL, [Visi_PhoneNumber] nvarchar](200) NULL, [Visi_FaxCountryCode] [nvarchar](5) NULL, [Visi_FaxAreaCode] [nvarchar](20) NULL, [Visi_FaxNumber] [nvarchar](20) NULL, [Visi_EmailAddress] [nvarchar](200) NULL, [Visi_Address1] [nvarchar](40) NULL, [Visi_Address2] [nvarchar](40) NULL, [Visi_Address3] [nvarchar](40) NULL, [Visi_Address4] [nvarchar](40) NULL, [Visi_Address5] [nvarchar](40) NULL, [Visi_City] [nvarchar](30) NULL, [Visi_State] [nvarchar](30) NULL, [Visi_Country] [nvarchar](30) NULL, [Visi_PostCode] [nvarchar](10) NULL, [Visi_Language] [nvarchar](5) NULL, [Visi_CreatedDate] [datetime] NULL, [Visi_UpdatedDate] [datetime] NULL, [visi_userid] [int] NULL ) ON [PRIMARY]<br />
<br />
We then run the following to populate the table based on the visitor table (assuming self-service is already in use)<br />
<br />
SET IDENTITY_INSERT visitor_new on GO INSERT INTO visitor_new (<br />
[Visi_VisitorId] , [Visi_VisitorKey] , [Visi_Password] , [Visi_PersonId], [Visi_CompanyId] , [Visi_IpAddress] , [Visi_Salutation] , [Visi_FirstName] , [Visi_LastName] , [Visi_MiddleName], [Visi_Suffix], [Visi_Gender] , [Visi_Title] , [Visi_TitleCode], [Visi_CompanyName], [Visi_PhoneCountryCode], [Visi_PhoneAreaCode] , [Visi_PhoneNumber], [Visi_FaxCountryCode] , [Visi_FaxAreaCode] , [Visi_FaxNumber] , [Visi_EmailAddress], [Visi_Address1] , [Visi_Address2], [Visi_Address3] , [Visi_Address4], [Visi_Address5] , [Visi_City] , [Visi_State] , [Visi_Country], [Visi_PostCode], [Visi_Language] , [Visi_CreatedDate], [Visi_UpdatedDate] , [visi_userid] ) SELECT [Visi_VisitorId] , [Visi_VisitorKey] , [Visi_LogonId], [Visi_Password] , Visi_PersonId], [Visi_CompanyId] , [Visi_IpAddress] , [Visi_Salutation] , [Visi_FirstName] , [Visi_LastName] , [Visi_MiddleName], [Visi_Suffix], [Visi_Gender] , [Visi_Title] , [Visi_TitleCode], [Visi_CompanyName], [Visi_PhoneCountryCode], [Visi_PhoneAreaCode] , [Visi_PhoneNumber], [Visi_FaxCountryCode] , [Visi_FaxAreaCode] , [Visi_FaxNumber] , [Visi_EmailAddress], [Visi_Address1] , Visi_Address2], [Visi_Address3] , [Visi_Address4], [Visi_Address5] , [Visi_City] , [Visi_State] , [Visi_Country], [Visi_PostCode], [Visi_Language] , [Visi_CreatedDate], [Visi_UpdatedDate] , [visi_userid] from visitor GO SET IDENTITY_INSERT isitor_new Off<br />
<br />
Rename the "visitor" table to "visitor_old" and then rename "vistor_new" to "visitor".<br />
<br />
<br />
----<br />
<br />
Could not load file or assembly 'SageCRM' or one of its dependencies. This assembly is built by a runtime newer than the currently loaded runtime and cannot be loaded. <br />
<br />
*To fix this change the CRM App pool to use .net40<br />
<br />
<br />
----<br />
<br />
When upgrading you can bring the system offline by creating a file called <br />
<br />
app_offline.htm<br />
<br />
in the root folder of the website</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Web.config&diff=692Web.config2019-10-25T15:04:42Z<p>CrmtogetherPortal: </p>
<hr />
<div>Currently the main area to modify the text of the portal is in the web.config file.<br />
<br />
The web.config file is located in the customer365 folder (usually 'C:\Program Files (x86)\Sage\CRM\CRM\WWWRoot\CustomPages\Customer365')<br />
<br />
The web.config file contains descriptions for the settings.<br />
<br />
License<br />
<br />
<add key="Portal365License" value="pastehere"/><br />
<br />
<br />
<br />
----<br />
Optional filter for case list<br />
<br />
<add key="CaseFilter" value="and case_deleted is null"/><br />
<br />
----<br />
Impersonation now available to download MAS invoice files. Settings required are<br />
<br />
<add key="SysDomain" value="xxxx "/><br />
<add key="SysUser" value="yyy"/><br />
<add key="SysUserPassword" value="xxxx"/><br />
<br />
<br />
----<br />
<br />
File upload options<br />
<br />
Case file upload - set to Y to allow/Default - N<br />
<add key="AllowCaseFileUpload" value="Y"/><br />
<br />
Company file upload - set to Y to allow/Default - N<br />
<add key="AllowAccountFileUpload" value="Y"/><br />
<br />
options are<br />
in bytes(1048576 = 1MB) , 5MB default, 0 for no limit <br />
<add key="MaxFileSize" value="5242880"/><br />
<br />
values are comma seperated, leave empty for all types <br />
<add key="AllowedUploadTypes" value="doc,zip,docx,rtf,txt"/><br />
<br />
<br />
----<br />
<br />
Registration settings<br />
<br />
<br />
Registration settings<br />
RegisterDisablePage - Set to Y to stop the page being accessed (useful if you have the menu turned off you can also stop anyone accessing the functionality using the direct url)<br />
RegisterAllowCreatePerson - set to Y to enable -Allows people not in the database to register once their email domain matches a company in the system<br />
RegisterEmailAdminOnRegister - set to Y for an email to be sent to the AdminEmailAddress when a user registers<br />
<br />
<add key="RegisterDisablePage" value="N" /><br />
<add key="RegisterAllowCreatePerson" value="Y" /><br />
<add key="RegisterEmailAdminOnRegister" value="Y" /><br />
<br />
<br />
<br />
----<br />
<br />
Custom Email Templates Settings<br />
<br />
<add key = "usePassRegTemplate" value ="Y"/><br />
<add key = "PasswordTemplateName" value ="#PasswordTemplateName#"/><br />
<add key = "RegistrationTemplateName" value ="#RegistrationTemplateName#"/><br />
<br />
Setting option usePassRegTemplate to "Y" sets portal to use Custom E-mail Templates when sending Password Reset Email and Registration Email.<br />
<br />
The e-mail templates need to be created in Sage CRM E-mail Templates and the names of the templates needs to be added to the value section of PasswordTemplateName and RegistrationTemplateName keys<br />
<br />
----<br />
<br />
Encrypt License<br />
<br />
<add key = "EncryptPassword" value = "Y"/><br />
<br />
It is possible to use client side encryption of passwords before logging in to Portal. However this will only work if starting the system from the beginning.</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=MediaWiki:Sidebar&diff=691MediaWiki:Sidebar2019-10-25T14:47:51Z<p>CrmtogetherPortal: </p>
<hr />
<div>* SEARCH<br />
*CRM Customer 365 Portal<br />
**Intro|Intro<br />
**CSS|CSS<br />
**Logo|Logo<br />
<br />
*Menus<br />
**Log on|Log on<br />
**Menu Customisation|Menu Customisation<br />
**Dashboard|Dashboard<br />
**Home|Home<br />
**Cases1|Cases<br />
**Case Details|Case Details<br />
**Log New Case1|Log New Case<br />
**Company|Company<br />
**Downloads|Downloads<br />
**Download Page|Download Page<br />
**Global Downloads|Global Downloads<br />
**Solutions|Solutions<br />
**Contact Us|Contact Us<br />
**Register|Register<br />
**Activity|Activity<br />
**ExternalPages|ExternalPages<br />
<br />
*Case Management<br />
**Fields|Fields<br />
**Escalations|Escalations<br />
**Workflow|Workflow<br />
<br />
*Configuration<br />
**Installation|Installation<br />
**web.config|web.config<br />
**Requirements|Requirements<br />
**Setup|Setup<br />
**Captions|Captions<br />
**Menus|Menus<br />
**Font|Font<br />
**CRM Scripting|CRM Scripting<br />
**CRM Visitors|CRM Visitors<br />
**Releases|Releases<br />
<br />
* TOOLBOX<br />
* LANGUAGES</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=MediaWiki:Sidebar&diff=690MediaWiki:Sidebar2019-10-25T14:46:54Z<p>CrmtogetherPortal: </p>
<hr />
<div>* SEARCH<br />
*CRM Customer 365 Portal<br />
**Intro|Intro<br />
**CSS|CSS<br />
**Logo|Logo<br />
<br />
*Menus<br />
**Log on|Log on<br />
**Menu Customisation|Menu Customisation<br />
**Dashboard|Dashboard<br />
**Home|Home<br />
**Cases1|Cases<br />
**Case Details|Case Details<br />
**Log New Case1|Log New Case<br />
**Company|Company<br />
**Product Support|Product Support<br />
**Quotes|Quotes<br />
**Orders|Orders<br />
**Downloads|Downloads<br />
**Download Page|Download Page<br />
**Global Downloads|Global Downloads<br />
**Solutions|Solutions<br />
**Contact Us|Contact Us<br />
**Register|Register<br />
**Activity|Activity<br />
**ExternalPages|ExternalPages<br />
<br />
*Case\RMA Management<br />
**Fields|Fields<br />
**Escalations|Escalations<br />
**Workflow|Workflow<br />
<br />
*Configuration<br />
**Installation|Installation<br />
**web.config|web.config<br />
**Requirements|Requirements<br />
**Setup|Setup<br />
**Captions|Captions<br />
**Menus|Menus<br />
**Font|Font<br />
**CRM Scripting|CRM Scripting<br />
**CRM Visitors|CRM Visitors<br />
**Releases|Releases<br />
<br />
* TOOLBOX<br />
* LANGUAGES</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=MediaWiki:Sidebar&diff=689MediaWiki:Sidebar2019-10-25T14:46:30Z<p>CrmtogetherPortal: </p>
<hr />
<div>* SEARCH<br />
*CRM Customer 365 Portal<br />
**Intro|Intro<br />
**CSS|CSS<br />
**Logo|Logo<br />
<br />
*Menus<br />
**Log on|Log on<br />
**Menu Customisation|Menu Customisation<br />
**Dashboard|Dashboard<br />
**Home|Home<br />
**Cases1|Cases<br />
**Case Details|Case Details<br />
**Log New Case1|Log New Case<br />
**Company|Company<br />
**Product Support|Product Support<br />
**Quotes|Quotes<br />
**Orders|Orders<br />
**Downloads|Downloads<br />
**Download Page|Download Page<br />
**Global Downloads|Global Downloads<br />
**Solutions|Solutions<br />
**Contact Us|Contact Us<br />
**Register|Register<br />
**Activity|Activity<br />
**ExternalPages|ExternalPages<br />
<br />
*Case\RMA Management<br />
**Fields|Fields<br />
**Escalations|Escalations<br />
**Workflow|Workflow<br />
<br />
*Configuration<br />
**Installation|Installation<br />
**web.config|web.config<br />
**Requirements|Requirements<br />
**Setup|Setup<br />
**Captions|Captions<br />
**Menus|Menus<br />
**Font|Font<br />
**MAS Integration|MAS Integration<br />
**Forms|Forms<br />
**CRM Scripting|CRM Scripting<br />
**CRM Visitors|CRM Visitors<br />
**Releases|Releases<br />
<br />
* TOOLBOX<br />
* LANGUAGES</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=MediaWiki:Sidebar&diff=688MediaWiki:Sidebar2019-10-25T14:45:22Z<p>CrmtogetherPortal: </p>
<hr />
<div>* SEARCH<br />
*CRM Customer 365 Portal<br />
**Intro|Intro<br />
**CSS|CSS<br />
**Logo|Logo<br />
<br />
*Menus<br />
**Log on|Log on<br />
**Menu Customisation|Menu Customisation<br />
**Dashboard|Dashboard<br />
**Home|Home<br />
**Cases1|Cases<br />
**Case Details|Case Details<br />
**Log New Case1|Log New Case<br />
**Company|Company<br />
**Product Support|Product Support<br />
**Quotes|Quotes<br />
**Orders|Orders<br />
**Downloads|Downloads<br />
**Download Page|Download Page<br />
**Global Downloads|Global Downloads<br />
**Solutions|Solutions<br />
**Contact Us|Contact Us<br />
**Register|Register<br />
**Activity|Activity<br />
**ExternalPages|ExternalPages<br />
<br />
*Case\RMA Management<br />
**Fields|Fields<br />
**Escalations|Escalations<br />
**Workflow|Workflow<br />
<br />
*Sage 100 (MAS)<br />
**Orders MAS|Orders MAS/Sage 100<br />
**Invoices MAS|Invoices MAS/Sage 100 <br />
**Lot Items MAS|Lot Items MAS/Sage 100 <br />
<br />
*Configuration<br />
**Installation|Installation<br />
**web.config|web.config<br />
**Requirements|Requirements<br />
**Setup|Setup<br />
**Captions|Captions<br />
**Menus|Menus<br />
**Font|Font<br />
**MAS Integration|MAS Integration<br />
**Forms|Forms<br />
**CRM Scripting|CRM Scripting<br />
**CRM Visitors|CRM Visitors<br />
**Releases|Releases<br />
<br />
* TOOLBOX<br />
* LANGUAGES</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=CRM_Visitors&diff=687CRM Visitors2019-05-30T12:37:16Z<p>CrmtogetherPortal: </p>
<hr />
<div>Within CRM itself you can view any person records recorded as registered visitors in CRM<br />
<br />
To do this logon as a user with admin rights<br />
<br />
Click<br />
Administration -> System -> Self Service<br />
<br />
[[File:Ss1.png]]<br />
<br />
Uncheck the "Anonymous visitors only" checkbox and click filter to see the people<br />
<br />
[[File:Ss2.png]]<br />
<br />
Visitor maintenance is available at<br />
<br />
[[File:Ss3.png]]<br />
<br />
<br />
See also<br />
<br />
[https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2014/09/03/sage-crm-7-2-administering-self-service-visitors.aspx "Sage CRM 7.2: Administering Self Service Visitors"]<br />
<br />
<br />
----<br />
<br />
Trigger on visitor table that sets the users email address as the logon id (the logon id field should be expanded to make sure the data fits before using this)<br />
<br />
create trigger [dbo].[UpdateLogonId]<br />
on [dbo].[Visitor]<br />
after insert, update<br />
as<br />
begin<br />
set nocount on;<br />
declare @visiId int<br />
DECLARE @Email VARCHAR(50)<br />
select @visiId = INSERTED.Visi_VisitorId<br />
from inserted<br />
select @Email = INSERTED.Visi_EmailAddress<br />
from inserted<br />
update Visitor<br />
SET Visi_LogonId = @Email<br />
WHERE Visi_VisitorId = @visiId<br />
END</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=CRM_Visitors&diff=686CRM Visitors2019-05-30T12:36:45Z<p>CrmtogetherPortal: </p>
<hr />
<div>Within CRM itself you can view any person records recorded as registered visitors in CRM<br />
<br />
To do this logon as a user with admin rights<br />
<br />
Click<br />
Administration -> System -> Self Service<br />
<br />
[[File:Ss1.png]]<br />
<br />
Uncheck the "Anonymous visitors only" checkbox and click filter to see the people<br />
<br />
[[File:Ss2.png]]<br />
<br />
Visitor maintenance is available at<br />
<br />
[[File:Ss3.png]]<br />
<br />
<br />
See also<br />
<br />
[https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2014/09/03/sage-crm-7-2-administering-self-service-visitors.aspx "Sage CRM 7.2: Administering Self Service Visitors"]<br />
<br />
<br />
----<br />
<br />
Trigger on visitor table that sets the users email address as the logon id (the logon id field should be expanded to 255 chars before using this)<br />
<br />
create trigger [dbo].[UpdateLogonId]<br />
on [dbo].[Visitor]<br />
after insert, update<br />
as<br />
begin<br />
set nocount on;<br />
declare @visiId int<br />
DECLARE @Email VARCHAR(50)<br />
select @visiId = INSERTED.Visi_VisitorId<br />
from inserted<br />
select @Email = INSERTED.Visi_EmailAddress<br />
from inserted<br />
update Visitor<br />
SET Visi_LogonId = @Email<br />
WHERE Visi_VisitorId = @visiId<br />
END</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=CRM_Visitors&diff=685CRM Visitors2019-05-30T12:35:55Z<p>CrmtogetherPortal: </p>
<hr />
<div>Within CRM itself you can view any person records recorded as registered visitors in CRM<br />
<br />
To do this logon as a user with admin rights<br />
<br />
Click<br />
Administration -> System -> Self Service<br />
<br />
[[File:Ss1.png]]<br />
<br />
Uncheck the "Anonymous visitors only" checkbox and click filter to see the people<br />
<br />
[[File:Ss2.png]]<br />
<br />
Visitor maintenance is available at<br />
<br />
[[File:Ss3.png]]<br />
<br />
<br />
See also<br />
<br />
[https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2014/09/03/sage-crm-7-2-administering-self-service-visitors.aspx "Sage CRM 7.2: Administering Self Service Visitors"]<br />
<br />
<br />
----<br />
<br />
Trigger on visitor table that sets the users email address as the logon id (the logon id field should be expanded to 255 chars before using this)<br />
<br />
create trigger [dbo].[UpdateLogonId]<br />
<br />
on [dbo].[Visitor]<br />
<br />
after insert, update<br />
<br />
as<br />
<br />
begin<br />
<br />
set nocount on;<br />
<br />
<br />
declare @visiId int<br />
<br />
DECLARE @Email VARCHAR(50)<br />
<br />
<br />
select @visiId = INSERTED.Visi_VisitorId<br />
<br />
from inserted<br />
<br />
<br />
select @Email = INSERTED.Visi_EmailAddress<br />
<br />
from inserted<br />
<br />
<br />
update Visitor<br />
<br />
SET Visi_LogonId = @Email<br />
<br />
WHERE Visi_VisitorId = @visiId<br />
<br />
<br />
END</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Case_Details&diff=684Case Details2019-05-30T12:33:44Z<p>CrmtogetherPortal: </p>
<hr />
<div>Open cases<br />
<br />
[[File:case1_list.png]]<br />
<br />
Click on a case field to open <br />
<br />
[[File:case1_click.png]]<br />
<br />
View the case details<br />
<br />
[[File:case1_detail.png]]<br />
<br />
----<br />
<br />
Portal users can create notes, request case closure, add screenshots and add files by choosing files from directory of by dragging files in drag and drop box. <br />
<br />
[[File:casedetail1_buttons.png]]<br />
<br />
<br />
----<br />
<br />
The tracking notes list screen is called "PortalTracking". Create this as a SCREEN against the caseprogress entity. <br />
<br />
<br />
----<br />
<br />
The communications list screen is called "PortalCommunicationList". Create this as a SCREEN against the communication entity. <br />
<br />
----<br />
<br />
Set "DisableCaseNotes" to "N" in the web.config file for option to add case notes.<br />
<br />
<add key="DisableCaseNotes" value="N"/><br />
<br />
Set "HideTrackingNotes" to "N" in the web.config file to see case progress and notes.<br />
<br />
<add key="HideTrackingNotes" value="N"/><br />
<br />
[[File:case1_trackingnotes.png]]<br />
<br />
(Notes stored in case progress and as communications - the list below is from the caseprogress table)<br />
*the case progress data displayed can be filtered based on the "ProgressFilter" setting in the web.config file.<br />
<add key="ProgressFilter" value="and case_progressnote is not null"/><br />
<br />
----<br />
<br />
Set "ShowRequestClosure" to "Y" in the web.config file for option to request case closure.<br />
<br />
<add key="ShowRequestClosure" value="Y"/><br />
<br />
----<br />
<br />
Set "AllowCaseFileUpload" to "Y" in the web.config file to allow option for file upload and drag and drop option.<br />
<add key="AllowCaseFileUpload" value="Y"/><br />
<br />
By setting this value to "Y" Files upload are also displayed under case details.<br />
<br />
[[File:case1_fileuploads.png]]<br />
<br />
Set the max file size. In bytes(1048576 = 1MB) , 5MB default, 0 for no limit <br />
<br />
<add key="MaxFileSize" value="5242880"/><br />
<br />
Filter for file types (comma seperated values)<br />
<br />
<add key="AllowedUploadTypes" value="doc,zip,docx,rtf,txt,jpg,jpeg,png"/><br />
<br />
----<br />
<br />
Set "AllowCaseFileUploadScreenShot" to "Y" in the web.config file for option to enable screenshot upload.<br />
<br />
<add key="AllowCaseFileUploadScreenShot" value="Y"/><br />
<br />
*Large screen shots not saving<br />
<br />
Issue is down to the size of the image and a limit in IIS<br />
<br />
To adjust the limit do the following:<br />
<br />
IIS7, IIS Admin & Click your CRM site and expand it then click the ASP icon.<br />
<br />
Expand the Limits Properties icon, and change the value in the “Maximum Requesting Entity Body Limit” to a value larger than 200000.<br />
<br />
Max value is 2147483647<br />
<br />
<br />
----<br />
Set "AllowDragAndDrop" to "Y" in the web.config file for option to enable drag and drop.<br />
<br />
<add key="AllowDragAndDrop" value="Y"/><br />
<br />
----<br />
Set "showSolutionsInCaseDetails" to "Y" in the web.config file to display suggested solutions that are linked to particular case.<br />
<br />
<add key="showSolutionsInCaseDetails" value="Y"/><br />
<br />
To change how many solutions are displayed change value in "smallGridLenght" in web.config file.<br />
<br />
<add key="smallGridLength" value="5"/><br />
<br />
To see solution press on solution field you want to see.<br />
<br />
[[File:case1_suggestedsolutions.png]]<br />
<br />
----<br />
<br />
To see most recent communication list set "DisableCommunicationList" to "N"<br />
<br />
<add key="DisableCommunicationList" value="N"/><br />
<br />
[[File:Cases_Comm.png|700px]]<br />
<br />
To filter communications for your preferences update<br />
<br />
<add key="commQueryCase" value="select top 5 * from vcommunication where comm_caseid=#case_caseid# and comm_action in ('EmailIn','EmailOut') order by comm_datetime desc"/><br />
<br />
----<br />
<br />
When displaying a list of files related to the case the following SQL can be added to a setting to filter<br />
<br />
EG<br />
<br />
<add key="FileListFilterCases" value="libr_filesize>80"/><br />
<br />
<br />
----<br />
Default settings for files uploaded to CRM <br />
<br />
<add key="case_libr_type" value="EmailAttachment"/><br />
<add key="case_libr_category" value="Support"/><br />
<add key="case_libr_status" value="Final"/><br />
<br />
These set the libr_type, libr_category and libr_status fields values.</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Requirements&diff=683Requirements2019-05-29T11:32:00Z<p>CrmtogetherPortal: </p>
<hr />
<div>Requirements<br />
<br />
Sage CRM versions 7.2, 7.3, 2017R1/R2/R3 ,2018R1/R2/R3 and 2019 supported. <br />
<br />
The Sage CRM license must have Self-Service in it.<br />
<br />
----<br />
<br />
.Net 4.5.2 on the server app pool<br />
<br />
The Portal needs to be on the same server as CRM.<br />
<br />
IE (Internet Explorer) in compatibility mode is not supported. <br />
<br />
*Data wise email addresses are used to identify person records so email addresses should be unique per company (IE the same email address cannot be used for more than one person in a single company)<br />
<br />
----<br />
<br />
Notes: <br />
<br />
CRM will only allow one instance per server of CRM be the self-service portal<br />
<br />
'''Troubleshoot'''<br />
<br />
To re-register the server open a command prompt and navigate to the wwwroot folder within the CRM folder structure. Typically this is 'C:\Program Files\Sage\CRM\CRM\WWWRoot' Once there type<br />
<br />
regsvr32 eware.dll<br />
<br />
A Message should appear to confirm that the eware.dll has been registered. Typically if this is required you will also need to reset the registry settings to point to the correct CRM database also. *<br />
*Please note that installing another CRM instance on the same machine does override these settings and will lead to issues like those described above.<br />
<br />
<br />
----<br />
<br />
CRM Self-Service settings should be correctly configured and you should be able to see the "Vistor" and "Visitor Profile" table in the customization area.</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Requirements&diff=682Requirements2019-03-14T12:56:06Z<p>CrmtogetherPortal: </p>
<hr />
<div>Requirements<br />
<br />
Sage CRM versions 7.2, 7.3, 2017R1/R2/R3 ,2018R1/R2/R3 and 2019 supported. <br />
<br />
The Sage CRM license must have Self-Service in it.<br />
<br />
----<br />
<br />
.Net 4.5.2 on the server app pool<br />
<br />
The Portal needs to be on the same server as CRM.<br />
<br />
IE (Internet Explorer) in compatibility mode is not supported. <br />
<br />
*Data wise email addresses are used to identify person records so email addresses should be unique per company (IE the same email address cannot be used for more than one person in a single company)<br />
<br />
----<br />
<br />
Notes: <br />
<br />
CRM will only allow one instance per server of CRM be the self-service portal<br />
<br />
'''Troubleshoot'''<br />
<br />
To re-register the server open a command prompt and navigate to the wwwroot folder within the CRM folder structure. Typically this is 'C:\Program Files\Sage\CRM\CRM\WWWRoot' Once there type<br />
<br />
regsvr32 eware.dll<br />
<br />
A Message should appear to confirm that the eware.dll has been registered. Typically if this is required you will also need to reset the registry settings to point to the correct CRM database also. *<br />
*Please note that installing another CRM instance on the same machine does override these settings and will lead to issues like those described above.</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Requirements&diff=681Requirements2019-03-14T12:54:16Z<p>CrmtogetherPortal: </p>
<hr />
<div>Requirements<br />
<br />
Sage CRM versions 7.2, 7.3, 2017R1/R2/R3 ,2018R1/R2 and 2019 supported. <br />
<br />
The Sage CRM license must have Self-Service in it.<br />
<br />
----<br />
<br />
.Net 4.5.2 on the server app pool<br />
<br />
The Portal needs to be on the same server as CRM.<br />
<br />
IE (Internet Explorer) in compatibility mode is not supported. <br />
<br />
*Data wise email addresses are used to identify person records so email addresses should be unique per company (IE the same email address cannot be used for more than one person in a single company)<br />
<br />
----<br />
<br />
Notes: <br />
<br />
CRM will only allow one instance per server of CRM be the self-service portal<br />
<br />
'''Troubleshoot'''<br />
<br />
To re-register the server open a command prompt and navigate to the wwwroot folder within the CRM folder structure. Typically this is 'C:\Program Files\Sage\CRM\CRM\WWWRoot' Once there type<br />
<br />
regsvr32 eware.dll<br />
<br />
A Message should appear to confirm that the eware.dll has been registered. Typically if this is required you will also need to reset the registry settings to point to the correct CRM database also. *<br />
*Please note that installing another CRM instance on the same machine does override these settings and will lead to issues like those described above.</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Requirements&diff=680Requirements2018-11-28T09:43:56Z<p>CrmtogetherPortal: </p>
<hr />
<div>Requirements<br />
<br />
Sage CRM versions 7.2, 7.3, 2017R1/R2/R3 and 2018R1/R2 supported. <br />
<br />
The Sage CRM license must have Self-Service in it.<br />
<br />
----<br />
<br />
.Net 4.5.2 on the server app pool<br />
<br />
The Portal needs to be on the same server as CRM.<br />
<br />
IE (Internet Explorer) in compatibility mode is not supported. <br />
<br />
*Data wise email addresses are used to identify person records so email addresses should be unique per company (IE the same email address cannot be used for more than one person in a single company)<br />
<br />
----<br />
<br />
Notes: <br />
<br />
CRM will only allow one instance per server of CRM be the self-service portal<br />
<br />
'''Troubleshoot'''<br />
<br />
To re-register the server open a command prompt and navigate to the wwwroot folder within the CRM folder structure. Typically this is 'C:\Program Files\Sage\CRM\CRM\WWWRoot' Once there type<br />
<br />
regsvr32 eware.dll<br />
<br />
A Message should appear to confirm that the eware.dll has been registered. Typically if this is required you will also need to reset the registry settings to point to the correct CRM database also. *<br />
*Please note that installing another CRM instance on the same machine does override these settings and will lead to issues like those described above.</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Requirements&diff=679Requirements2018-11-28T09:43:11Z<p>CrmtogetherPortal: </p>
<hr />
<div>Requirements<br />
<br />
Sage CRM versions 7.2, 7.3, 2017R1/R2/R3 and 2018R1/R2 supported. <br />
<br />
----<br />
<br />
.Net 4.5.2 on the server app pool<br />
<br />
The Portal needs to be on the same server as CRM.<br />
<br />
IE (Internet Explorer) in compatibility mode is not supported. <br />
<br />
*Data wise email addresses are used to identify person records so email addresses should be unique per company (IE the same email address cannot be used for more than one person in a single company)<br />
<br />
----<br />
<br />
Notes: <br />
<br />
CRM will only allow one instance per server of CRM be the self-service portal<br />
<br />
'''Troubleshoot'''<br />
<br />
To re-register the server open a command prompt and navigate to the wwwroot folder within the CRM folder structure. Typically this is 'C:\Program Files\Sage\CRM\CRM\WWWRoot' Once there type<br />
<br />
regsvr32 eware.dll<br />
<br />
A Message should appear to confirm that the eware.dll has been registered. Typically if this is required you will also need to reset the registry settings to point to the correct CRM database also. *<br />
*Please note that installing another CRM instance on the same machine does override these settings and will lead to issues like those described above.</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Installation&diff=678Installation2018-08-22T12:45:53Z<p>CrmtogetherPortal: </p>
<hr />
<div>'''Installation Guide for Customer365:<br />
'''<br />
<br />
Download the file ''Customer365ForSageCRM_RC1.exe''. Run the installer on the server. The installer should add the website to IIS automatically.<br />
<br />
After installation is complete, proceed to Sage CRM, and go to Component Manager. Upload the component Customer365.zip which is located in:<br />
<br />
''...CRM/CRM_Name/CustomPages/WebsiteName/Setup/Customer365.zip<br />
''<br />
<br />
Install the component, and select which Menus should appear in Portal. Click "Preview Install" to check for any errors and if no errors occur, click "Install Component".<br />
<br />
[[File:Comp_Install.png]]<br />
<br />
The final step is to edit the Web.Config. Open Web.config located in: <br />
<br />
''...CRM/CRM_Name/CustomPages/WebsiteName/Web.Config <br />
''<br />
and edit the following keys to set up the WebSite:<br />
<br />
<add key="PortalPath" value="http://crm.yourserver.com/CRM/custompages/WebsiteName/component/"/><br />
<add key="CRMPath" value="http://crm.yourserver.com/CRM/"/><br />
<br />
<br />
----<br />
Add in "required" image<br />
Example path is<br />
<br />
http://servername/customer365/CRM/Themes/img/ergonomic/Bullets/Required.gif<br />
<br />
<br />
----<br />
Security (1): Encrypt Password in cookie (Sept 2018 release)<br />
<br />
2 new options in web.config<br />
<br />
EnhancedSecurityPassword = encodes the password in the client cookie<br />
<br />
EnhancedSecurityPasswordPhrase = encodes based on this string - change this for more security - make sure you record this, if lost we cannot reset<br />
<br />
Settings Example<br />
<br />
<add key="EnhancedSecurityPassword" value="Y"/><br />
<add key="EnhancedSecurityPasswordPhrase" value="default"/><br />
<br />
<br />
----<br />
<br />
Security (2): Encrypt Password option<br />
<br />
-This must be set before any users are registered. It cannot be enabled retroactively. The password is hidden from the CRM user also in this scenario. <br />
<br />
The setting is in web.config<br />
Default<br />
<add key = "EncryptPassword" value = "N"/><br />
<br />
To enable<br />
<br />
<add key = "EncryptPassword" value = "Y"/><br />
<br />
You then add a trigger on the self-service Visitor table: This is used make the email the username. <br />
<br />
Trigger on visitor table<br />
<br />
create trigger [dbo].[UpdateLogonId]<br />
on [dbo].[Visitor]<br />
after insert, update<br />
as<br />
begin<br />
set nocount on;<br />
declare @visiId int<br />
DECLARE @Email VARCHAR(50)<br />
select @visiId = INSERTED.Visi_VisitorId<br />
from inserted<br />
select @Email = INSERTED.Visi_EmailAddress<br />
from inserted<br />
update Visitor<br />
SET Visi_LogonId = @Email<br />
WHERE Visi_VisitorId = @visiId<br />
END</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Installation&diff=677Installation2018-08-21T19:40:40Z<p>CrmtogetherPortal: </p>
<hr />
<div>'''Installation Guide for Customer365:<br />
'''<br />
<br />
Download the file ''Customer365ForSageCRM_RC1.exe''. Run the installer on the server. The installer should add the website to IIS automatically.<br />
<br />
After installation is complete, proceed to Sage CRM, and go to Component Manager. Upload the component Customer365.zip which is located in:<br />
<br />
''...CRM/CRM_Name/CustomPages/WebsiteName/Setup/Customer365.zip<br />
''<br />
<br />
Install the component, and select which Menus should appear in Portal. Click "Preview Install" to check for any errors and if no errors occur, click "Install Component".<br />
<br />
[[File:Comp_Install.png]]<br />
<br />
The final step is to edit the Web.Config. Open Web.config located in: <br />
<br />
''...CRM/CRM_Name/CustomPages/WebsiteName/Web.Config <br />
''<br />
and edit the following keys to set up the WebSite:<br />
<br />
<add key="PortalPath" value="http://crm.yourserver.com/CRM/custompages/WebsiteName/component/"/><br />
<add key="CRMPath" value="http://crm.yourserver.com/CRM/"/><br />
<br />
<br />
----<br />
Add in "required" image<br />
Example path is<br />
<br />
http://servername/customer365/CRM/Themes/img/ergonomic/Bullets/Required.gif<br />
<br />
<br />
----<br />
<br />
Security: Encrypt Password option<br />
<br />
-This must be set before any users are registered. It cannot be enabled retroactively. <br />
<br />
The setting is in web.config<br />
Default<br />
<add key = "EncryptPassword" value = "N"/><br />
<br />
To enable<br />
<br />
<add key = "EncryptPassword" value = "Y"/><br />
<br />
You then add a trigger on the self-service Visitor table: This is used make the email the username. <br />
<br />
Trigger on visitor table<br />
<br />
create trigger [dbo].[UpdateLogonId]<br />
on [dbo].[Visitor]<br />
after insert, update<br />
as<br />
begin<br />
set nocount on;<br />
declare @visiId int<br />
DECLARE @Email VARCHAR(50)<br />
select @visiId = INSERTED.Visi_VisitorId<br />
from inserted<br />
select @Email = INSERTED.Visi_EmailAddress<br />
from inserted<br />
update Visitor<br />
SET Visi_LogonId = @Email<br />
WHERE Visi_VisitorId = @visiId<br />
END</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Web.config&diff=676Web.config2018-08-17T15:45:26Z<p>CrmtogetherPortal: </p>
<hr />
<div>Currently the main area to modify the text of the portal is in the web.config file.<br />
<br />
The web.config file is located in the customer365 folder (usually 'C:\Program Files (x86)\Sage\CRM\CRM\WWWRoot\CustomPages\Customer365')<br />
<br />
The web.config file contains descriptions for the settings.<br />
<br />
License<br />
<br />
<add key="CRMTogetherCustomer365License" value="pastehere"/><br />
<br />
<br />
<br />
----<br />
Optional filter for case list<br />
<br />
<add key="CaseFilter" value="and case_deleted is null"/><br />
<br />
----<br />
Impersonation now available to download MAS invoice files. Settings required are<br />
<br />
<add key="SysDomain" value="xxxx "/><br />
<add key="SysUser" value="yyy"/><br />
<add key="SysUserPassword" value="xxxx"/><br />
<br />
<br />
----<br />
<br />
File upload options<br />
<br />
Case file upload - set to Y to allow/Default - N<br />
<add key="AllowCaseFileUpload" value="Y"/><br />
<br />
Company file upload - set to Y to allow/Default - N<br />
<add key="AllowAccountFileUpload" value="Y"/><br />
<br />
options are<br />
in bytes(1048576 = 1MB) , 5MB default, 0 for no limit <br />
<add key="MaxFileSize" value="5242880"/><br />
<br />
values are comma seperated, leave empty for all types <br />
<add key="AllowedUploadTypes" value="doc,zip,docx,rtf,txt"/><br />
<br />
<br />
----<br />
<br />
Registration settings<br />
<br />
<br />
Registration settings<br />
RegisterDisablePage - Set to Y to stop the page being accessed (useful if you have the menu turned off you can also stop anyone accessing the functionality using the direct url)<br />
RegisterAllowCreatePerson - set to Y to enable -Allows people not in the database to register once their email domain matches a company in the system<br />
RegisterEmailAdminOnRegister - set to Y for an email to be sent to the AdminEmailAddress when a user registers<br />
<br />
<add key="RegisterDisablePage" value="N" /><br />
<add key="RegisterAllowCreatePerson" value="Y" /><br />
<add key="RegisterEmailAdminOnRegister" value="Y" /><br />
<br />
<br />
<br />
----<br />
<br />
Custom Email Templates Settings<br />
<br />
<add key = "usePassRegTemplate" value ="Y"/><br />
<add key = "PasswordTemplateName" value ="#PasswordTemplateName#"/><br />
<add key = "RegistrationTemplateName" value ="#RegistrationTemplateName#"/><br />
<br />
Setting option usePassRegTemplate to "Y" sets portal to use Custom E-mail Templates when sending Password Reset Email and Registration Email.<br />
<br />
The e-mail templates need to be created in Sage CRM E-mail Templates and the names of the templates needs to be added to the value section of PasswordTemplateName and RegistrationTemplateName keys<br />
<br />
----<br />
<br />
Encrypt License<br />
<br />
<add key = "EncryptPassword" value = "Y"/><br />
<br />
It is possible to use client side encryption of passwords before logging in to Portal. However this will only work if starting the system from the beginning.</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Logo&diff=675Logo2018-08-15T14:23:05Z<p>CrmtogetherPortal: </p>
<hr />
<div>Logo for portal appears on top LHS of page<br />
<br />
[[File: logo_for_portal1.png]]<br />
<br />
The default location is "Images/logo_new.png".<br />
<br />
This can be changed via the settings or a new image with the same name can be uploaded.<br />
<br />
Images should not be larger than the default image. Larger images may affect the site layout.<br />
<br />
<add key="LogoUrl" value="images/logo_new.png"/><br />
<br />
It is also possible to make the image clickable and redirect to a URL:<br />
<br />
<add key="LogoHyperLink" value="https://crmtogether.com"/></div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Escalations&diff=674Escalations2018-07-31T15:07:12Z<p>CrmtogetherPortal: </p>
<hr />
<div>To use escalations as defined here you must have the correct Cases fields set up as defined in the Fields http://customer365.crmtogether.com/index.php?title=Fields section.<br />
<br />
To display an on screen notification within CRM do the following:<br />
<br />
*Click "Advanced Customisation"->Escalations<br />
*Click "New"<br />
*Set the "Rule Name" to be "Authorisation Notification" (Or whatever you choose)<br />
*Set the "Table or View" Value to be "cases"<br />
*Set the "Trigger SQL Clause" to be "case_authorisedesc='Y'"<br />
*Click "Save"<br />
*Navigate back to the created Rule.<br />
*To Create a new "Workflow Action" click on the "New" button at the bottom of the screen<br />
*Click the "Show Notification on Screen" option<br />
*Set the "Column:" to be "case_authorisedesc"<br />
*Set the "Message" to be as you require<br />
*Click "Save"<br />
*Check the "Rule Enabled" option<br />
*Click "Save"<br />
<br />
The escalation rule has now been set up<br />
<br />
You could also create other notification actions as required.<br />
<br />
NOTE: If you are looking to control emails ONLY from escalations you should turn off the "UseEmail" setting in the web.config file.<br />
<br />
Note: If you are looking to use email notifications you must also have an on screen notification otherwise it will not fire.</div>CrmtogetherPortalhttps://customer365.crmtogether.com/index.php?title=Menu_Customisation&diff=673Menu Customisation2018-06-25T15:36:09Z<p>CrmtogetherPortal: </p>
<hr />
<div>The Main menu on the LHS of the page is created from metadata<br />
<br />
[[File:Mainmenu.png|700px]]<br />
<br />
To edit select <br />
<br />
Administration -> Customisation -> Users<br />
<br />
There are 2 menus. One for when the user is logged out and one for when the user is logged on.<br />
<br />
The menu for unauthenticated users is "PortalLogonMenu".<br />
<br />
The menu for authenticated users is "PortalSupport".<br />
<br />
The menu for authenticated users downloads is "Portaldownloads".<br />
<br />
The download.aspx page can be copied and re-used with a different menu (allowing you have more than one download page) - The menu name should be the same as the page name<br />
If for example you rename the page "PortalHelp.aspx" then the tabgroup must be called "PortalHelp.aspx"<br />
<br />
[[File:Usermenu2.png|700px]]<br />
<br />
----<br />
<br />
On top of navigation menu user can enable or disable users and users company information.<br />
<br />
[[File:UserInfo_Y.png|700px]]<br />
<br />
To also display header title set "UseHeaderDisplayTitles" to "Y" in web.config file.<br />
<br />
<add key="UseHeaderDisplayTitles" value="Y" /><br />
<br />
[[File:UserInfo_YW.png|700px]]<br />
<br />
To hide user`s name in web.config file set "showUserName" to "N", to hide company information set "showCompanyFields" to "N". Or set both values to "N" to hide this information<br />
<br />
<add key="showUserName" value="N" /><br />
<br />
<add key="showCompanyFields" value="N" /><br />
<br />
[[File:UserInfo_N.png|700px]]<br />
----<br />
<br />
Menu items can be restricted for viewing for particular users.<br />
<br />
To do this, add condition in CRM users menu<br />
<br />
e.g. For "Resources" add condition - SQL: fa fa-external-link fa-lg'''#company,comp_type='customer''''<br />
<br />
In this case only company whose type is customer will be able to see "Resources" tab in navigation menu.<br />
<br />
<br />
[[File:RestrictUser.png|700px]]<br />
<br />
<br />
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Example values for the menu images<br />
<br />
fa fa-dashboard fa-lg <br />
fa fa-inbox fa-lg<br />
fa fa-building fa-lg<br />
fa fa-download fa-lg<br />
fa fa-envelope fa-lg<br />
fa fa-sign-out fa-lg<br />
fa fa-home<br />
fa fa-key</div>CrmtogetherPortal