Admin - Accounts - Account Lookup Help

Admin - Accounts - Account Lookup Help


Module: Customer Portal
Path: Admin > Accounts > Account Lookup Help
Topic: Account Lookup Help
OLX Version(s):  5.1
OLX Editions: Commerce, Call Center


From the login screen customers can select to create an account. 


The next screen allows them to do an account lookup.


After filling in the necessary information the customer will click the Send Link button.


If the information provided does not match the information in Orderlogix the customer will be directed to another screen informing them their account could not be found.


There is a Request Help button on this screen.


Once this is clicked and the following form completed the Account Lookup Help message will send to the customer and Help Desk.


Customer Confirmation



Subject
The subject line is what will display within the subject of the email that is sent to your customer.


Alias
The alias options will insert where the cursor is placed within the Subject and within the Body. 

  1. Place the cursor where you want to use the alias
  2. Click on the alias you want to insert

HTML Editor
The HTML editor has many features available to make your Customer Portal look professional and engaging. 
Left to right, top row to bottom row:
  1. Source
  2. Save
  3. New Page
  4. Preview
  5. Print
  6. Templates
  7. Cut
  8. Copy
  9. Paste
  10. Paste as Plain Text
  11. Paste from Word
  12. Undo
  13. Redo
  14. Find
  15. Replace
  16. Select All
  17. Spell Checker
  18. Form
  19. Checkbox
  20. Radio Button
  21. Text Field
  22. Text Area
  23. Selection Field
  24. Button
  25. Image Button
  26. Hidden Field
  27. Bold
  28. Italics
  29. Underline
  30. Strike through
  31. Subscript
  32. Superscript
  33. Remove Format
  34. Insert/Remove Numbered List
  35. Insert/Remove Bulleted List
  36. Decrease Indent
  37. Increase Indent
  38. Block Quotes
  39. Create Div Container
  40. Align Left
  41. Center
  42. Align Right
  43. Justify
  44. Text direction from left to right
  45. Text direction from right to left 
  46. Set Language 
  47. Link
  48. Unlink
  49. Anchor
  50. Image
  51. Flash
  52. Table
  53. Insert Horizontal Line
  54. Smiley
  55. Insert Special Character
  56. Insert Page Break for Printing
  57. Frame
  58. Formatting Styles
  59. Paragraph Format
  60. Font Name
  61. Font Size
  62. Text Color
  63. Background Color
  64. Maximize
  65. Show Blocks
  66. About CK Editor
    1. Technical information regarding the version and guide information for HTML editor being used
For instructions on how to use a specific editing feature please review the CKEditor Guide

Body


The body is located between the HTML Editor and the Footer.
Here you will use the above features to design your Customer Confirmation.

Footer

  1. The left side of the footer lets you you know where your cursor is placed within the Body.

    2. The information shown here will adjust every time the cursor is moved to a new location within the body.
  2. The right side of the footer has a right diagonal arrow that will adjust the sizing of the body with click and drag.

  3. Update  will save all changes made

Help Desk Message



Subject
The subject line is what will display within the subject of the email that is sent to your Help Desk.


Alias
The alias options will insert where the cursor is placed within the Subject and within the Body. 

  1. Place the cursor where you want to use the alias
  2. Click on the alias you want to insert

HTML Editor
The HTML editor has many features available to make your Customer Portal look professional and engaging. 
Left to right, top row to bottom row:
  1. Source
  2. Save
  3. New Page
  4. Preview
  5. Print
  6. Templates
  7. Cut
  8. Copy
  9. Paste
  10. Paste as Plain Text
  11. Paste from Word
  12. Undo
  13. Redo
  14. Find
  15. Replace
  16. Select All
  17. Spell Checker
  18. Form
  19. Checkbox
  20. Radio Button
  21. Text Field
  22. Text Area
  23. Selection Field
  24. Button
  25. Image Button
  26. Hidden Field
  27. Bold
  28. Italics
  29. Underline
  30. Strike through
  31. Subscript
  32. Superscript
  33. Remove Format
  34. Insert/Remove Numbered List
  35. Insert/Remove Bulleted List
  36. Decrease Indent
  37. Increase Indent
  38. Block Quotes
  39. Create Div Container
  40. Align Left
  41. Center
  42. Align Right
  43. Justify
  44. Text direction from left to right
  45. Text direction from right to left 
  46. Set Language 
  47. Link
  48. Unlink
  49. Anchor
  50. Image
  51. Flash
  52. Table
  53. Insert Horizontal Line
  54. Smiley
  55. Insert Special Character
  56. Insert Page Break for Printing
  57. Frame
  58. Formatting Styles
  59. Paragraph Format
  60. Font Name
  61. Font Size
  62. Text Color
  63. Background Color
  64. Maximize
  65. Show Blocks
  66. About CK Editor
    1. Technical information regarding the version and guide information for HTML editor being used
For instructions on how to use a specific editing feature please review the CKEditor Guide

Body


The body is located between the HTML Editor and the Footer.
Here you will use the above features to design your Help Desk Message

Footer

  1. The left side of the footer lets you you know where your cursor is placed within the Body.

    2. The information shown here will adjust every time the cursor is moved to a new location within the body.
  2. The right side of the footer has a right diagonal arrow that will adjust the sizing of the body with click and drag.

  3. Update  will save all changes made

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