From Customer365 for SageCRM

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.


   <add key="Portal365License" value="pastehere"/>

Optional filter for case list

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

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"/>

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"/>

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" />

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

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.


This allows you to specify the length of the grids (add grids) on the system.