Method:CRM provides an out-of-the-box portal for your customers as long as they have a valid email address entered into Method:CRM.
A customer logs into their portal using a link which you configure in your Portal configuration. (e.g.
Additionally, you can provide a unique link generated just for them. This link is also included when you email them via a transaction.
Retrieving a Contacts Portal Link
To retrieve this link manually for a customer:
1. Open up the Contacts App and click the contact.
2. Under Contact Details, you will find their Portal Link. Feel free to copy and paste this link and send it to your customer.