Portal Customers

This utility can be used to list On Account and Cash customers in your firm, that are allowed Portal website access via the Internet. Only flagged customers display.
Additional customers can be added to meet the purchased licenses count displayed in the Total Available Licenses field at the bottom of the screen.
In the Expanded customer record, specific rental staff email addresses can be setup by customer to be notified when the customer generates a Portal request, Presentation and API themes can be assigned, and report subscriptions can be defined.

When new customer are added they are automatically given website access and a default password that matches their new customer number.
They are also automatically assigned a default email address that matches their new customer number@GW.COM
The Enable Customer Website Access utility can be used to update any customer records missing this information.
This web access information can always be modified in this Portal Customer screen or in the Internet Information.

Note: Any Customers identified as the 'Clone' customers for any Division in the Divisional Contract Parameters cannot be setup as a Portal Customer as these customers are too generic.

The prompts are:

CUSTOMER NUMBER SEARCH

Leave this search filter blank to return all customers that have permission to use your company's Portal or Gateway website, or to narrow the list enter a numeric/alpha character to return only customers that include that character anywhere in their unique customer number.

CUSTOMER NAME SEARCH

Leave this search filter blank to return all customers that have permission to use your company's Portal or Gateway website, or to narrow the list enter a numeric/alpha character or series of characters to return only customers that include that series of characters anywhere in their customer name.

Note: The Search filters are case sensitive.

Customer List & Information:

SEQ

The sequence number tracks the number and order of the records in this file.

CUSTOMER#

The customer number displays.
Customers are listed in customer number order.

Additional customers can be added.
The Customer Search window is provided to search for the customer number.

The Total Available Licenses is displayed at the bottom of the screen and if more of your customers require access, contact Texada Support to purchase additional licenses.
If the customers entered exceeds the license count a warning displays as outlined in Portal Access Count.

NAME

The customer name displays.

PASSWORD

Enter a personal password for this company's web administrator.
This password can also be accessed from the Customer Information in the Internet Information window, and can be changed by the customer via his website access on Portal from the option within User Profiles.

LOGIN ATTEMPTS

For security purposes, this field tracks the number of consecutive failed login tries by a customer.
The account becomes locked after a number of unsuccessful attempts, as determined by a setting in Presentation Themes. The customer is then denied access and is sent a warning message.
The wording of the warning message can be modified as required in the Customizable Wording "Error Messages" window on Global Portal Settings.

The account can be unlocked if the locked out customer contacts your rental store and staff (i.e. web administrator) changes the Login Attempts count in this field back to zero.

The value in the Login Attempts column on the main screen applies to the customer administrator.
If it is one of the company's employees that is locked out, a window on the Login Attempts field provides access to drill down to the unsuccessful login attempt count for these Users.

Expanded Information

Press <F9> or click EXP/CON on the customer record to access the following data fields:

CUSTOMER EMAIL ADDRESS

This is the customer's primary email address and can also be updated in the Internet Information window in Customer Information.
This address cannot already have been assigned to another customer for web services purposes or to a salesman in Salesman Codes, as it is the address that receives the password reminder when requested through an attempted Portal session and it is also the address to receive Subscribed Reports for this customer.
If this address has already have been assigned to another customer for web services purposes or to a salesman in Salesman Codes, an error is thrown and the Email Assigned List is triggered for follow-up.

Note: The Email Address Search can also be used to identify customers or salesman by using a search on email address or portion of the email address.

To automatically generate the subscribed report emails setup the start date and frequency for TXER01 in Automatic Job Scheduling.

EMAIL RESERVATION NUMBERS TO

When a Portal request for a Reservation is generated, an email is sent to the rental firm alerting staff of the reservation request. Use this field to designate a specific staff email address for this customer.
If no specific staff email address is entered for reservations for this customer, then the email address for the store division in Global Portal Settings is notified.
If no email address is setup for the division, then the general Reservation email address for the company in Global Portal Settings is notified.
If no email address is setup for the general email address for reservations, then the company email address is notified as setup in Company Miscellaneous Parameters.

EMAIL RENTAL QUOTE NUMBERS TO:

Similarly, when an Portal request for a Quotation is generated, an email is sent to the rental firm alerting staff of the quotation request. Use this field to designate a specific staff email address for this customer.
If no specific staff email address is entered for quotes for the customer, then the email address for the store division in Global Portal Settings is notified.
If no email address is setup for the division, then the general Quotation email address for the company in Global Portal Settings is notified.
If no email address is setup for the general email address for the quotes, then the company email address is notified as setup in Company Miscellaneous Parameters.

Customer Notification:
The customer is also automatically emailed a confirmation of his request, including a list of the products.
This message is sent to the customer's email address per the Portal request, which defaults from the address in Customer Information but can be changed when the Portal request is submitted.

PRESENTATION THEME

Unique Presentation themes of color, logo, fonts, messages, and more, can be designed to customize the appearance of your Portal website at the customer level.
If a specific theme is to be provided for this customer, select it from the drop-down list.
For more information about setup and use of Presentation themes refer to Presentation Themes.
If a Presentation theme is not assigned to the customer, your Default Presentation Theme as designed in Presentation Themes is utilized.

API THEME

Similarly unique API themes can be built to control the functionality and access level available to a customer on your Portal website.
If a specific API theme is to be provided for this customer, select it from the drop-down list.
For more information about setup and use of API themes refer to API Themes.
If an API theme is not assigned to the customer, your standard -Default Web Index- theme as setup by the webadmin is utilized.

SUBSCRIBED REPORTS

Automated reporting selections, can be setup to send output directly to the customer's email address as setup in Customer Information.
These reports can be generated at a specified number of days before the month end.

The report selection can be setup in the window, as outlined in Subscribed Reports.

TOTAL AVAILABLE LICENSES

This is the total number of licenses purchased by your company and determines the total number of customers that you can have registered to take advantage of this Portal web access feature.

ACTIONS:
Additional actions provided by buttons on the Portal Customer screen include:

• Expand the Customer Record:
  Click EXP/CON to view the customer information displayed on the additional detail lines for each user, including email addresses, themes, and reports.

• Terminate Customer Access to the Portal Website:
  If a customer in the list should no longer have access to the Portal, click on the sequence number to highlight or focus on the appropriate customer record, and click the DELETE button to remove that customer from the list and terminate his web access.
  Confirmation is required.

  That license is released and can then be used by a different customer.