customer portal not filtering kb by account

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • shootify
    Member
    • May 2021
    • 79

    customer portal not filtering kb by account

    Hi guys, i just got espo crm install on my server using turnkey, however got some questions:
    1- i set customer portal up however i am not able to assigned the Knowledge base to the customer (own account), the only option that shows is "no and all" see screenshot 1
    2-how to enable email notification for a customer portal user of case being created?
    3-sometimes in the middle of any task, a popup comes up asking to re-enter my user credentials (see screenshot 2)
    thanks for the help
    Attached Files
    Last edited by shootify; 05-11-2021, 08:49 PM.
  • shootify
    Member
    • May 2021
    • 79

    #2
    i found out that instead of knowledge base i should use documents for filtering. so discard question 1. thanks

    Comment

    • item
      Active Community Member
      • Mar 2017
      • 1489

      #3
      3 : clear cache of your browser and too try another browser.
      If you could give the project a star on GitHub. EspoCrm believe our work truly deserves more recognition. Thanks.​

      Comment

      • shootify
        Member
        • May 2021
        • 79

        #4
        anyone can help with the question #3 (2-how to enable email notification for a customer portal user of case being created?), this is very important to us. thank you for the replies.

        Comment

        • DEN
          Senior Member
          • Apr 2021
          • 106

          #5
          As an option create Workflow.

          Comment

          • shootify
            Member
            • May 2021
            • 79

            #6
            Originally posted by DEN
            As an option create Workflow.
            meaning i have to buy the advanced pack? is there any way to do it without it?

            Comment

            Working...