Will the Customer Portal allow for 2 way messaging?

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  • bruce185
    Member
    • Feb 2016
    • 71

    Will the Customer Portal allow for 2 way messaging?

    Like cases or support tickets or something similar? Or it is just one-way communication to customers?
  • yuri
    Member
    • Mar 2014
    • 8846

    #2
    Both portal user and internal user can communicate in Stream of Case record.
    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.

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    • bruce185
      Member
      • Feb 2016
      • 71

      #3
      Originally posted by yurikuzn
      Both portal user and internal user can communicate in Stream of Case record.
      And I assume the portal user will get an email notification of new messages/updates int he Stream of Case record?

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      • yuri
        Member
        • Mar 2014
        • 8846

        #4
        Not for now. In future we will implement it. Now only internal notifications.
        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.

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        • bruce185
          Member
          • Feb 2016
          • 71

          #5
          So am I right in thinking that to get the functionality of a basic help desk, you have to used the advanced pack?

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          • yuri
            Member
            • Mar 2014
            • 8846

            #6
            Portal is available out-of-the-box in 4.0.0. Email notifications planned to be implemented in version 4.1.0

            Advanced Pack will be needed if you would like to use workflow to assign cases the specific way according to assignment rules.
            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.

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            • bruce185
              Member
              • Feb 2016
              • 71

              #7
              Cool - any ideas on how to let customers submit forms via the portal/elsewhere that end up in espo? I was thinking about a simple order form for example...

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              • yuri
                Member
                • Mar 2014
                • 8846

                #8
                You need create the form on your website. In backend of your website after submit the script should send data to EspoCRM using EspoCRM Rest API.

                EspoCRM Documentation. Contribute to espocrm/documentation development by creating an account on GitHub.
                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.

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