Specifying portal parameters for the Service Portal

  1. Open the Portal Parameters form.
  2. Specify this information:
    Site Group
    Customer Prefix
    Specify a default prefix to be used for customers added from the Service Portal, so you can distinguish these customers from customers added in the back office. If you leave this field blank, the back office customer number prefix is used by default.
    Phone
    Specify the phone number to be displayed on the portal Contact Us page. If this field is left blank, the phone number specified on the General Parameters form in the portal Primary Site is used.
    Validate Customer Address
    Select this check box to require that portal users’ state and country entries for shipping information are validated against the state/country combinations specified on the back office Prov/States form.

    When this check box is selected, portal users must specify a state and country that are included in the lists presented to them. If the check box is cleared, users can specify any state and country name, whether or not it is in the lists.

    Auto Add Serials
    Select this check box to accommodate automatic entry of scanned serial numbers on the portal Service Order Transactions page. If this option is selected, and the Expand S/N check box on the Inventory Parameters form is also selected, then when a portal user scans a serial number barcode, the number is entered automatically. The portal user does not need to click the Add button.
    Default SSR
    Specify the service support representative to be used by default for incidents created on the portal.
    Default Status Code
    Specify the status to be used by default for incidents created on the portal.
    Default Owner
    Specify the owner to be used by default for incidents created on the portal.
    Allow Portal Users To Set Incident Priority
    Select this check box if users should be allowed to set incident priority when submitting an incident from the portal.
  3. Click Save.