Support Help

Customer Portal : Home Page

As an administrator, you can customize and design the homepage of the Customer Portal.. The administrator can complete the following tasks to customize the homepage:

Widgets

You can add, edit and delete widgets from the homepage of the customer portal.

Adding Widgets

To add a widget on the homepage of the customer portal, follow the steps given below:

  1. Click Setup
  2. In the Channels section, click Customer Portal and then click Homepage Customization
  3. In the Main Content Area , click Add more Widget
  4. Enter a name for the widget
  5. Enter a description about the widget
  6. Enter a URL
  7. Check the Visible at Home checkbox
  8. Select whether you want the widget to be displayed to all users in the customer portal or only registered users
  9. Click Save
  10. Click Save on the main screen

The widget will be displayed in the customer portal. You can arrange the widgets in the order that you want them displayed in the customer portal.

Hiding Widgets

By default, all widgets are hidden on the homepage of the customer portal. You can make widgets visible by using the Visible at Home option.

To hide widgets, follow the steps given below:

  1. Click Setup
  2. In the Channels section, click Customer Portal and then click Homepage Customization
  3. In the Main Content Area , navigate to the widget that you want to hide
  4. Uncheck the Visible at Home option
  5. Click Save

Editing Widgets

You can edit both the predefined and the custom widgets. However, you cannot edit the URL of predefined widgets.

To edit a widget, follow the steps given below:

  1. Click Setup
  2. In the Channels section, click Customer Portal and then click Homepage Customization
  3. In the Main Content Area , roll your mouse over a widget to highlight the Edit option
  4. Click Edit
  5. Make the required changes
  6. Click Save
  7. Click Save on the main screen

Deleting Widgets

You can delete custom widgets from the homepage of the customer portal. However, you cannot delete the predefined widgets.

To delete a widget, follow the steps given below:

  1. Click Setup
  2. In the Channels section, click Customer Portal and then click Homepage Customization
  3. In the Main Content Area , roll your mouse over a widget to highlight the Delete option
  4. Click OK
  5. Click Save

Sections

You can create, hide, edit and delete sections from the homepage of the customer portal.

Adding Sections

You can add new sections on the homepage of the customer portal.

To add a new section, follow the steps given below:

  1. Click Setup
  2. In the Channels section, click Customer Portal and then click Homepage Customization
  3. In the Main Content Area , click Add New Section
  4. Enter a name for the section
  5. Enter a description about the section
  6. Check the Visible at Home checkbox
  7. Select whether you want the widget to be displayed to all users in the customer portal or only registered users
  8. Click Save
  9. Click Save on the main screen

Hiding Sections

You can hide sections if you do not want them to be displayed on the homepage of the customer portal.

To hide a section, follow the steps given below:

  1. Click Setup
  2. In the Channels section, click Customer Portal and then click Homepage Customization
  3. In the Main Content Area , navigate to the section you want to hide
  4. Uncheck the checkbox next to the specific section
  5. Click Save

You can hide both custom as well as predefined sections.

Editing Sections

You can edit both predefined and custom sections.

To edit a section, follow the steps given below:

  1. Click Setup
  2. In the Channels section, click Customer Portal and then click Homepage Customization
  3. In the Main Content Area , navigate to the section you want to edit
  4. Click
  5. Make the required changes
  6. Click Save
  7. Click Save on the main screen

Deleting Sections

You can delete only a custom section.

To delete a section, follow the steps given below:

  1. Click Setup
  2. In the Channels section, click Customer Portal and then click Homepage Customization
  3. In the Main Content Area , navigate to the section you want to delete
  4. Click
  5. Click OK
  6. Click Save

When a section is delete, the widgets belonging to that section will not be displayed on the homepage of the customer portal even if the Visible at Home option is selected.

Rearranging Widgets and Sections

You can customize the order in which the widgets and sections are displayed on the homepage of the customer portal.

  1. Click Setup
  2. In the Channels section, click Customer Portal and then click Homepage Customization
  3. Drag and drop the widgets and sections in the order that you want
  4. Click Save

You can preview the changes that you have made before you save them.

Customize the Right-hand Side Panel

You can customize the right-hand side panel of the homepage of the customer portal by adding new sections. By default, you have a predefined section called Contact Info available on the right-hand side panel. You cannot delete this section.

You can edit the contact information

  1. Click
  2. Make the required changes
  3. Click Save
  4. Click Save on the main page

Setting a Default Language

You can set the default language for your organization's customer portal. You can select a language from the following list of languages:

  • English (U.S.)
  • Japanese
  • Chinese
  • Spanish
  • German
  • French
  • Turkish
  • Russian
  • Portugese

To set the default language, follow the steps given below:

  1. Click Setup
  2. In the Channels section, click Customer Portal and then click Homepage Customization
  3. In the Language Customization section, select the required language
  4. Click Save

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