The portal function allows you to setup a site where your customers may view/update their own record information in the WiredContact database. Additionally, customers can add subentity information, like history items, notes, or if you have setup other subentity tables, items like work orders or other types of requests.
When setting up/trouble shooting the WiredContact Portal, make certain you are not logged in as a valid WiredContact user. The Portal function is a subset of the lead function. To call the portal function, your URL would look like:
An example hyperlink might look like:
<a href="http://www.mydomain.com/wirede/wceweb.dll?function=lead&page=portal/login.html">Portal Login</a>
Before a customer can use the Portal function to login to their records, they must be setup in the database with a userid/password as well as the appropriate value in the Lead Lock field. The Lead Lock field, as well as the value that unlocks the customer record, is located in the Table Defaults .
Select a field for the "Lead Lock" field, and the value for when a customer is allowed to log into their record in the "Lead Lock Open Value" field, then for each customer that you want to be able to access their customer record(s) - set the Lead Lock field to the appropriate value. You will probably want to setup this field as a checkbox on one of the contact templates to facilitate allowing a customer to login.
Additional fields are available in the Table Defaults to show you how many times and when a customer has accessed the Portal system. Click the "+" icon next to the Lead Lock field in the table defaults to set/see these fields.
The WiredContact example Portal templates can be found in the e:\web\wiredcontact\Portal folder. The templates provided are examples. You can follow the example templates, or build your own functionality based on the Portal/Lead functions. Below are descriptions of the various example templates: