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General Discussion Add customer dashboard and document upload from self service portal

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Add customer dashboard and document upload from self service portal

Posted By Djshweiz over 1 year ago

A client has requested us to add individual dashboard and enable the customers to upload documents from the self service portal.

Any guide will be appreciated.

0 Sage CRM over 1 year ago

Hiya

Is the Dashboard for an individual user or an individual Customer accessing the self-service site?
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0 Djshweiz over 1 year ago in reply to Sage CRM

Hello, its for individual Customer accessing the self-service site
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Add customer dashboard and document upload from self service portal

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