To set up access to the Customer Portal for a customer, navigate to the require customer and click on the 'Customer Portal' tab. Then, toggle on the 'Use Customer Portal' switch. You will then need to create individual users to... Read More
Customer Portal
The Customer Portal allows users to request: Jobs to be created Quotes to be raised Assets to be added This article describes how to configure which users get notified when one of the actions above is performed. In the 'Jobs' menu... Read More
To login to the customer portal, please go to the following address: https://system.pro-forms.co.uk/portalLogin.php If you have been setup to use the portal, please enter your email address into the box provided and click the 'Submit'... Read More