complaint-box

How to use customer portal for resgitering complaints

How to use customer portal for resgitering complaints Go to your URL for example – http://xyz.cloudyogi.com/portal , Once you do so the below screen will open Use your username and password provided by the customer or CRM and login After you login below screen will open Below screenshot will let you…

customerportal

Cloud Yogi vTiger CRM Customer Portal User Manual

Cloud Yogi / VtigerCRM Customer Portal User Manual Cloud Yogi CRM &  vTiger CRM come’s with customer portal, where these CRMs empower the customers (customers of the CRM user) to enter complaints and see (Trouble Tickets), view FAQs, Invoice, Quotation, Products, Service, Documents (associated with them), Assets & Project Management ( Project,…