How to enable note access for portal Notes widget will let you offer chat view support to your customers. With this, your portal users can initiate a chat with you
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How to use existing CRM forms for portal You can also get the ready-made ‘Form’ layouts that are configured from the CRM. You can select Existing CRM Fields for Add,
How to enable verfication flow for portal users Enable this option if you want the two-side authentication when the portal user’s login to the portal. If it is enabled from
How to enable reCaptcha for portal The portal users will get the reCAPTCHA V2 or V3 as you have configured in the reCAPTCHA settings from “Portal General Settings”. ►LET’S CONNECT:
How to sync entity updates in portal Once you successfully authenticate the CRM, you can enable the CRM entities from the Entity Configuration. You will get the list of the
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