Web.config

Currently the main area to modify the text of the portal is in the web.config file.

The web.config file is located in the customer365 folder (usually 'C:\Program Files (x86)\Sage\CRM\CRM\WWWRoot\CustomPages\Customer365')

The web.config file contains descriptions for the settings.

License

   <add key="CRMTogetherCustomer365License" value="pastehere"/>

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Optional filter for case list

   <add key="CaseFilter" value="and case_deleted is null"/>

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Impersonation now available to download MAS invoice files. Settings required are

   <add key="SysDomain" value="xxxx "/>
   <add key="SysUser" value="yyy"/>
   <add key="SysUserPassword" value="xxxx"/>

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File upload options

   Case file upload - set to Y to allow/Default - N
   <add key="AllowCaseFileUpload" value="Y"/>

   Company file upload - set to Y to allow/Default - N
   <add key="AllowAccountFileUpload" value="Y"/>

   options are
   in bytes(1048576 = 1MB) , 5MB default,  0 for no limit 
   <add key="MaxFileSize" value="5242880"/>

   values are comma seperated, leave empty for all types 
   <add key="AllowedUploadTypes" value="doc,zip,docx,rtf,txt"/>

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Registration settings

   Registration settings
   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)
   RegisterAllowCreatePerson - set to Y to enable -Allows people not in the database to register once their email domain matches a company in the system
   RegisterEmailAdminOnRegister - set to Y for an email to be sent to the AdminEmailAddress when a user registers
   
   <add key="RegisterDisablePage" value="N" />
   <add key="RegisterAllowCreatePerson" value="Y" />
   <add key="RegisterEmailAdminOnRegister" value="Y" />

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Custom Email Templates Settings

   <add key = "usePassRegTemplate" value ="Y"/>
   <add key = "PasswordTemplateName" value ="#PasswordTemplateName#"/>
   <add key = "RegistrationTemplateName" value ="#RegistrationTemplateName#"/>

Setting option usePassRegTemplate to "Y" sets portal to use Custom E-mail Templates when sending Password Reset Email and Registration Email.

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

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Encrypt License

   <add key = "EncryptPassword" value = "Y"/>

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.