5.1.236 - CS Delete portal user button
Version: 5.1
Patch: 236
Title: CS Delete portal user button
Application Category: Other; CS Functionality (1)
Patch Type: Feature
Description:
Add delete button to Portal User List under Self Service Account tab of Customer Details screen. This feature will allow a users Portal account to be deleted from the system. This is useful in the case where a customer has forgotten their password and they don't remember their security question, and are unable to reset it themselves. Deleting the account does not remove any customer information from the system. If an agent deletes an account, it is recommended that they immediately re-send an invitation link so that the customer can register again. As soon as they re-register they will have access to all of their previous order history. Deleting & recreating the account preserves the security of the account... because only the Customer will know the new password .
Articles:
- Customer Detail Page
Related Articles
5.1.175 - Portal CS Activity Fixes
Version: 5.1 Patch: 175 Title: Portal CS Activity Fixes Application Category: Other; CS Functionality (1) Patch Type: Bug Description: Added CS Events for Customer Portal registration events (success & failure messages displayed to customer). Also ...
CS Activity Codes
Module: Company Data Path: Company > Company > CS Activity Topic: Customer Service Activity Codes Version(s): Version 5.1 and up Editions: All Editions What Are CS Activity Codes? Customer Service Activity Codes are custom codes to help organize ...
5.1.316 - Customer Portal Messages Integration CS Screen
Version: 5.1 Patch: 316 Title: Customer Portal Messages Integration CS Screen Application Category: Other Patch Type: Feature Description: This patch adds the following features. Visibility of messages sent from the Customer Portal on the CS Screen ...
5.1.263 - Customer Portal Custom Translation
Version: 5.1 Patch: 263 Title: Customer Portal Custom Translation Application Category: Other; CS Functionality (1) Patch Type: Feature Description: Added a feature which will allow a Customer Portal administrator to customize (by overriding) any ...
CS Event Lookup
Module: Customer Service Topic: CS Event Lookup Version(s): Version 5.1 and up Editions: All Editions Use CS Event Lookup to find a customer based on CS Event information, including complete and incomplete events. Navigate to the CS Event Lookup ...