This 1CRM Self-Service Portal Guide describes how to install, administer and use the 1CRM Self-Service Portal & eStore, which is included free with 1CRM 8.5 and later. (46 pages)
1CRM Self-Service Portal Guide
Installing the Portal
This open source portal is free to install and run on your own server. There is an annual fee to use it on the 1CRM Cloud. The portal installs on top of the Joomla! Content Management system, and includes the VirtueMart eStore.
Administering the Portal
This guide includes all the info required to connect the portal to your 1CRM system, sync it with the 1CRM product catalog, configure access levels for several levels of visitors, and post content of general interest.
How Visitors Use the Portal
This guide includes illustrated descriptions of how your website visitors will interact with your self-service portal. They can update their own contact info, file service cases, review Quotes, search a Knowledge base and more.
VirtueMart Web Store
The portal can include an online shop which offers some or all of the products in the 1CRM product catalog for sale. Sales will result in any new customer info, invoices and payment records being logged into 1CRM.