Navigating Customer Portal

Module: Customer Portal

Topic:  Navigation

OLX Version(s):  5.1

OLX Editions: Commerce, Call Center

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This feature is currently in Beta, please contact Customer Care if you are interested in becoming a user of this feature. 

Customer Portal

Customer Portal is an interactive app that allows your customers the ability to be actively involved with their order(s). Your customers are able to login to their registered account, make payments, make changes, request help, cancel an order, update payment information, and/or update account information to include pay methods and addresses.

All of these activities are done within the business rules you set from the Admin tab.

Additional Reference

Please review the following articles for screens within OLX and other factors to be aware of when utilize the Customer Portal

1. Email Profiles
   
2. Customer Detail Page
   
3. Order Detail Screen
   
4. Item Status Definitions
   
1. Item Pending Review - "... Any customer action that has been taken via Customer Portal against the order will result in the item moving into an Item Pending Review (Portal) status. Item Pending Review must have human intervention to move out of status and into previous status in order to allow processing to move item forward. "

Sign-In

The Sign-In article explains how to sign in to the Customer Portal as well as where and how your customers can create an account.

Left Menu

The left menu tabs will navigate you to different screens within the Customer Portal.

1. Admin
   
1. Company
   
1. Branding
   
2. Contact
   
3. Email
   
2. Messages
   
1. Welcome Text
   
2. Signin Text
   
3. Register Text
   
4. TOS Text
   
5. Privacy Policy Text
   
3. Orders
   
1. Display
   
2. Help Confirm
   
3. Change Confirm
   
4. Return Confirm
   
5. Cancel Confirm
   
4. Subscriptions
   
5. Shipping
   
6. Payment
   
7. Addresses
   
8. Accounts
   
1. Customer Lookup
   
2. Invitation
   
3. Password Reset
   
4. Password Changed
   
5. Account Lookup Help
   
9. Custom
   
2. Support
   
3. Welcome
   
4. Addresses
   
5. Pay Methods
   
6. Orders
   
1. Order Detail
   
7. Subscriptions
   
8. Profile
   

At the bottom of the left menu you will see a left pointing arrow.  Clicking this arrow will close the left menu. You will no longer see the full tab but will instead have only the icons visible.
   
By clicking the right pointing arrow  you will open the left menu once again.

Role Based Views

Customer Support

The customer support roll allows employees to have access to the Support tab on the left menu.

 

Admin

A administrative role without customer support privilege's will not have access to the Support tab.

Header Right Action Buttons

Top right of the screen displays language options, Contact, Logout, and Collapse Menu buttons.

Customer Portal Accounts will default to the site level language. Currently our full translations are English and Spanish.

Translations apply to hard-coded portal labels and messages only. Translation is not done to dynamic texts such as the Welcome Screen message, Terms of Service, or other admin configurable messages.

Footer Links

The Privacy Policy and other selected messages can be viewed on the Footer

• Related Articles

• 5.1.309 - Customer Portal Language Preferences

  Version: 5.1 Patch: 309 Title: Customer Portal Language Preferences Application Category: Other, Functionality Patch Type: Feature Description: Added local browser memory of Language selection for Customer Portal. Whatever language that is chosen by ...

• 5.1.233 - Portal Español

  Version: 5.1 Patch: 233 Title: Portal Español  Application Category: Other Patch Type: Feature Description: Added Spanish Language localization for Customer Portal. A site level default can be set... and individual users can override the default ...

• 5.1.317 - Customer Portal Logging

  Version: 5.1 Patch: 317 Title: Customer Portal Logging Application Category: Other, Functionality Patch Type: Feature Description: Implemented Customer Portal activity logging. Most actions performed by a customer within the portal are now logged to ...

• 5.1.271 - Customer Portal Auth.NET Support

  Version: 5.1 Patch: 271 Title: Customer Portal Auth.NET Support Application Category: Other, CS Functionality Patch Type: Feature Description: Added feature to customer portal, to allow customers to add a payment profile using Auth.NET and the ...

• 5.1.271 - Customer Portal Auth.NET Support

  Version: 5.1 Patch: 271 Title: Customer Portal Auth.NET Support Application Category: Other, CS Functionality Patch Type: Feature Description: Added feature to customer portal, to allow customers to add a payment profile using Auth.NET and the ...