Knowledge Base

The Case Portal can be configured to show helpful questions next to another field when a given Product Area is selected.

This section allows you to configure some of the more advanced, optional features of the Case Portal such as showing a Custom Tab or notifications in the navigation bar.

This section is used to control which email templates are used by automated emails that are sent via the Case Portal. NOTE: Initially all settings are blank and must be configured to use the Case Portal.

Configure the Case Portal to your needs These settings are used throughout the portal to control the help text that your users will see when they interact with the open & closed Cases view after logging

Configure the Case Portal to capture as many, or as few Custom Fields as required when a new Case is created under the Raise New Case tab from the navigation bar.

On the Navigation bar of the Case Portal, you can display a ‘Help’ section which is visible by clicking the question mark icon.

Configure the Case Portal settings

Configure settings within the Case Portal

These settings are used throughout the portal to control the behaviour and functionality available to your business’ customers when they interact with the open & closed Cases view after logging into the Case Portal. NOTE: Initially