Portal wishes

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  • peterberlin
    Active Community Member
    • Mar 2015
    • 1004

    Portal wishes

    hello,
    it would be good to have a dashlet (a text field) for portals to greet or inform portal visitors, to distribute information that they see immediately at the portal open. Creating a new entity for a record is not optimal.

    It would be good if you could change the names of entitys in the menus of the portals.

    peter
  • yuri
    Member
    • Mar 2014
    • 8510

    #2
    Hi Peter.

    You can create a post for portal users only. It will appear in their stream + notification.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • peterberlin
      Active Community Member
      • Mar 2015
      • 1004

      #3
      Hello, Yuri,
      it will be a portal for customers/companies.
      They cannot be trained before using the portal. That's why they can't find the information. Besides, there are always new ones. you can't send mail to everyone.
      We need a solution that users can see immediately after logging in.

      peter

      Comment

      • peterberlin
        Active Community Member
        • Mar 2015
        • 1004

        #4
        I had the idea to create a NEWs entity (with a record), but that doesn't work either, because the portal users are not assigned to any team.

        Due to the European data protection regulation, we must also provide a data protection declaration in portals that companies visit strangers. Also for this I would have used a dashlet with a free text to edit.

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