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Topics started by barbara.nixon

2 Topics

B
Contributor
barbara.nixonContributor
posted in Archives - Freshdesk

Associate Contacts/Companies to Specific Portal

For those of you who have multiple products with unique portals, how do you assign companies/contacts to the correct portal? I will need to import about 1000 contacts in a few days, and all of them need access to just ONE portal for them. (They have no need to see the main portal, nor the portal for another product of ours.)I can't see a way to do this via Contact or Customer Fields, nor in the portal setup page.Ideas?

3
W
Top Contributor
4 years ago
B
Contributor
barbara.nixonContributor
posted in Archives - Freshdesk

Incorrect Ticket Portal URL Inserted

My company has several portals (based on our various products). Over the last two months, we've started noticing that when an Agent submits a ticket on behalf of a customer who has phoned in, an incorrect ticket portal URL (from one of out other portals) is submitted into the ticket. I've verified that our Agents are logged into the correct portal URL before entering the ticket.  Ideas?

5
aravind.sundararajan
Skilled Expert
6 years ago

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