What is the Contact Portal?

Method:CRM’s Contacts portal is a dedicated and secure web page for your customers to access their own information.

 Once logged in, customers can:

• Access and update their account details
• View and print transactions
• Make payments to your company
• And more depending on your Method:CRM subscription

For more information, please see these articles:

• Configuring the Contacts Portal
• Using the Contacts Portal to View and Edit Transactions