Embedded Files
A feature has been added that lets you enable customer custom fields on the End User Portal, you can also display a popup notification for customers that have not filled in these fields.
Under the custom field setting page, there is a new column named EUP that contains 4 different options:
No: this is the default option and means this custom field will not be displayed on EUP at all.
Display Only: this option displays the custom field and will not allow the customer to modify the custom field
Display and Edit: this will display the custom field and allow the customer to edit the value
Display and Edit Notify: this is the same as display and edit but adds in a notification on first login if the fields are empty useful if you want to notify the customer to fill in the fields.
The customer custom fields will also work with grouping, meaning that the fields will be labeld under custom field groups if defined, if no group is defined then they will be labeld as Other Details on the EUP.
Additionaly there are two new SPID settings that will also trigger the notification popup to check if banking details or credit card details have been added on the account, you can enabled these with the below SPID settings.
If you want the popup notification only to show in specific customer statuses you can fill in the below spid setting with the statuses you want it to display note: you can use comma to add multiple statuses
Published Date: 13 September 2024
Engineer: AP
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