c360 Forums / Version 3 Product Questions / Customer Portal / Other products

View all cases belonging to the parent account

Alex_idenet — Thu, 06 Nov 2008 04:36:42 GMT

We are currently using the C360 Portal with MS CRM 4. Our problem is as follows: We want to be able to login to the portal and then see all cases belonging to the parent account.

Today we can only see cases where the contact in the case are either the portal user OR the parent account name.

For example, my company is called IDE. There are 30 cases registered to the parent account IDE. Of those cases three have either myself or IDE as Contact. When I login to the portal I can only see those three cases. I would like to see all 30 cases registered to the parent account IDE.

I have setup a relationship role in CRM to view cases (account to account and contact to account). I have created a relationship between my parent account and my own CRM-account where I'm assigned the role to view cases.

I've tried all possible settings under C360 Portal Settings in CRM with any luck

Product List - Look up record window.

EBloomfield — Fri, 18 Jul 2008 04:20:15 GMT

Hi!

We have been running the V3 Customer Portal for a few months now. We have three queries regarding the Product List pop up window from the web front end.

Firstly, when the Product List pop up box opens, it defaults to not showing any of the products - Just a search box and one radio button with the label 'None'. This confuses our users and would like to have the full list appear by default.

Secondly, we have a number of products listed in MSCRM that while we do not want to delete, we do not want people to see in the web product list as we no longer sell/support them. Marking the products as 'inactive' in MSCRM does not stop them being visible in the portal. Is there a way to 'hide' them from the Portal?

Thirdly, we would like to know if we can change the wording on the pop up form header from the default: 'Type the information...' Is this possible?

Many thanks in advance

USers changing user name for logon

Myk — Thu, 08 May 2008 15:44:17 GMT

How does a user change their user logon name? Most users will use their email address for the logon name but if their email address changes the logon stays the same. Is there a way a user can change them? Is there a way I can change them?

Also how can I delete a user from the portal?

Is ther a automatic way to deactivate a user that is inactive after x days?

Many questions, few answers.

.Docx or .xlsx attachments cannot be added to CRM via Portal

Ken Champion — Sat, 01 Mar 2008 08:40:38 GMT

We have determined that attachments with the .Docx or .xlsx extension will not be attached to the corresponding activity within CRM when added via Portal. This will be resolved in a future release.

(DE2471)

Insallation on SBS 2003 system

sywilkin — Tue, 26 Feb 2008 10:54:03 GMT

Hi, anyone come across the following while installing?

>---------------------------
>Updating product links
>---------------------------
>An error occured while importing c360 customizations. The error >returned from the server was:
>System.Exception: Soap error encountered while deleting saved >queries.
>Code: http://schemas.xmlsoap.org/soap/envelope/:Server
>Actor:
>Detail: <error>
><code>0x80048000</code>
><description>Invalid Import File</description>
><type>Platform</type>
><details>854|100|
> at Microsoft.Crm.Tools.ImportExportP

>For more detailsof error look into following file
>C:\DOCUME~1\ADMINI~1\LOCALS~1\Temp\

>The setup will continue and complete the installation. You may not >see the links to the product you just installed.This is most likely due >to existing customizations being invalid. Once the problem with the >customizations is corrected use the following link >http://SVR01MAIN:5555/c360/Toolkit/Configuration/Configurator.aspx >and click the 'Integrate' button to complete the integration.

Log file output below:

Installing assembly 'c:\program files\c360 solutions\v3\install\portal.crminterface.updatesitemap.dll'.
Affected parameters are:
crmserver = SVR01MAIN
assemblypath = c:\program files\c360 solutions\v3\install\portal.crminterface.updatesitemap.dll
installtype = notransaction
sproductname1 = portalcrm
installversion = C:\Program Files\c360 Solutions\V3\
logfile = C:\DOCUME~1\ADMINI~1\LOCALS~1\Temp\c360.PortalCRM Update Sitemap.log
strport = 5555
action = install
chkssl =
[ c360.UpdateSiteMapCustomActionPro.SiteMap::Install ] 26/02/2008 15:42:57 [Error] System.Exception: Soap error encountered while deleting saved queries.
Code: http://schemas.xmlsoap.org/soap/envelope/:Server
Actor:
Detail: <error>
<code>0x80048000</code>
<description>Invalid Import File</description>
<type>Platform</type>
<details>854|100|
at Microsoft.Crm.Tools.ImportExportPublish.RootImportHandler.ValidateImportDocument()
at Microsoft.Crm.Tools.ImportExportPublish.RootImportHandler.RunImport(String[] ImportEntities, ImportMask Mask)
at Microsoft.Crm.Tools.ImportExportPublish.ImportXml.RunImport(String parameterXml)
at Microsoft.Crm.WebServices.ImportXmlWebService.Import(String parameterXml, String customizationXml)

</details>
</error>
Message: Server was unable to process request.
---> System.Web.Services.Protocols.SoapException: Server was unable to process request.
at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall)
at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters)
at c360.CRM2005.CrmServices.CrmService.Execute(Request Request)
at c360.CustomAction.Util.EntitiesCustomization.a()
--- End of inner exception stack trace ---
at c360.CustomAction.Util.EntitiesCustomization.a()
at c360.CustomAction.Util.EntitiesCustomization.RemoveInvalidEntries()
at UpdateSiteMapCustomActionPro.SiteMap.Install(IDictionary stateSaver)\r\Inner exception: System.Web.Services.Protocols.SoapException: Server was unable to process request.
at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall)
at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters)
at c360.CRM2005.CrmServices.CrmService.Execute(Request Request)
at c360.CustomAction.Util.EntitiesCustomization.a()

Custom Tabs - UserDemographicInfo object - Language Preference

normal — Mon, 10 Sep 2007 09:00:06 GMT

When developing custom tabs for the portal, the UserDemographicInfo object provides most of the information found in the Manage Profile tab, but does not seem to provide the language selection for the current portal user.

Besides going directly to the Portal_PortalUser table to retrieve the information, is there a preferred method of retrieving the current portal user language selection?

customer portal.. viewing other entities instead of cases

aba — Thu, 30 Nov 2006 05:17:24 GMT

Is it possible if we use Customer portal for other entities instead of service. Basically i need a partner portal , where partner can come and edit accounts and work with some other entities instead of service activity.

is it possible with customer portal? Please send me mail or reply here.

/Aamir

Custom Tab possibilities

schurch — Wed, 05 Dec 2007 15:51:14 GMT

What I'm looking to do is hopefully simple and possible.

I'd like to have the ability for customers to log into the portal click on the custom tab and be able to do and see things that aren't case related.

This can be as simple as see a list of links, and be able to click on the hyperlinks.

Ideally I can pass parameters to those hyperlinks via form fields and retrieve them on the landing page with querystrings.

Ultimately I'd like to display stats from other applications (accounting) such as billing information, outstanding balances, requests for service changes (not problems).

I'm not a .net programmer (yet) but I have done extensive work with .asp pages.

Do I need to be a .net programmer? (to configure the custom tabs with .aspx files)

Can I display "simple" web pages or Iframes?

Can I display web forms? Can these forms be populated from CRM contact fields?

If all else fails I can add a custom field to a users profile that is a hyperlink text field to the "Advanced Portal" view.

Any help is much appreciated. Thanks in advance.

Custom Tabs: "The control file should have the extension `ascx`."

doconnell — Sun, 07 Jan 2007 11:24:12 GMT

I have been trying to write some simple custom tabs for the v3 portal, and when my administrator tries to install them, the tab displays "The control file should have the extension `ascx`." The files do indeed have the proper extension and there are no other files in the User Controls folder(the dll is placed in the bin folder, as per the custom tabs white paper.) What causes this error?

NullReferenceException When Sending Invitation

vstar — Thu, 11 Oct 2007 16:21:22 GMT

I get this error in the event log when sending an invitation from my website, but not when running locally. I have checked and rechecked URLs and paths in c360.Portal.config. I've reviewed settings in the DB and other config files. This happens right when the 'Invite' button is clicked inside of the c360 page in CRM, so everything that's DB and webservice related seem to function properly.

Here's the error:
Exception: System.NullReferenceException: Object reference not set to an instance of an object.
at c360.Portal.BusinessLayer.Invitation.ᜀ(String A_0, String A_1, InvitationInfo A_2, PortalUserInfo A_3, UserRolesInfo[] A_4, Boolean A_5)
at c360.Portal.BusinessLayer.Invitation.RegisterUser(String EmailId, String ContactName, InvitationInfo oInvitatioInfo, PortalUserInfo oPortalUserInfo, UserRolesInfo[] oUserRolesInfo)
at c360.Portal.CRM.Invitation.Render(HtmlTextWriter output)

The error occurs in ContactInvitation.aspx when calling "Invitation.aspx?objType=2" and posting this xml:

On the web I get an alert with the "object set to..." error message that's in the event log.

Does anyone have ideas as to where I should look for a solution?

MSCRM SRS Reports via Custom Tab?

Claire — Tue, 16 Oct 2007 06:52:55 GMT

Hi,

We're wanting to make some custom MSCRM reports available via a Custom Tab in c360 portal. Report data comes from User, Account, Case & some Custom entities related to Cases.

Has anyone achieved something similar?

Am assuming we would need to install an instance of SQL Reporting Server on the Portal Server to facilitate clients not having direct access to MSCRM.

Thanks!

Custom Tabs - Caption in Language repository

normal — Mon, 10 Sep 2007 09:38:46 GMT

According to the c360 Customer Portal Version 3.0.5.38 Release Note (FeatureID F305CP00060), Custom tabs created by the administrator read their caption from the Language repository.

How are custom tabs caption refered to in the Language repository?

On a more general note, besides the August 18, 2005 white paper on Custom Tab Development, where can we get up to date custom tab development information?

Hotfix for version 3.0.9 is available

JustinLofquist — Fri, 17 Aug 2007 07:34:53 GMT

A hotfix for Customer Portal version 3.0.9.188 is available now. It can be downloaded from the following link:

http://www.c360.com/PortalDownload/c360.CustomerPortal.PatchRelease.zip

This patch contains the fix for a defect in which an update to a user's profile from the Customer Interface was triggering the Contact Assign Event in CRM.

[i]Note - This patch can only be installed on top of version 3.0.9.188 of Customer Portal.[/i]

Where is the Customer Portal Download?

tfc3000 — Thu, 09 Aug 2007 06:35:18 GMT

Hi,

I can't seem to find the download link for the Customer Portal for CRM 3.0 on the download page (http://www.c360.com/Download.aspx).

Am I being very stupid or is it not on there?

Thanks
Tim

Version 3.0.9 of Customer Portal has been released

Arvind Raman — Mon, 06 Aug 2007 22:21:47 GMT

Version 3.0.9 of Customer Portal has been released today. The products can be found on the regular product download page

http://www.c360.com/DownloadRegister.aspx

Release Notes

Fixed Issues

· Case titles or description text with special characters are not correctly displayed. This fix makes it possible for case titles or description texts containing special characters like single quotes to be correctly displayed on the Portal Customer Interface side.

· Special characters not handled in Case Settings area of Portal. This fixes the issue of special characters not being visible in the Case Settings area on the CRM side. Now users can add subjects etc. with special characters.

· Default Subject assigned to service case from case settings cannot be viewed from Portal Interface side. This fix allows users to view a subject for a case from the Portal Customer Interface side which has been assigned as a default subject from the Portal CRM interface side.

· Application throws error when non-admin user tries to invite contacts. This fix allows users, who have been explicitly specified as administrators using the AdministratorRole key in the config file to invite contacts from CRM.

· On changing the section selected in ‘Manage Profile settings’ page, the fields corresponding to the section selected do not get refreshed.This fix maintains consistency between the left and right pane of the Manage Profile screen on the CRM side. When a section is selected in the left pane, it appropriately refreshes the right pane.

· System Garble – (Japanese Language version of MSCRM 3.0) This fix allows using backspace on the User Interface. Earlier when backspace was hit on the General Portal Settings, it used to display HTML text.

· Resolved - Turkish- I issue in Turkish language version of MSCRM 3.0

· Existing Portal users are invited to Portal membership from Portal Summary page of account record. This fix will make it impossible for the users to invite existing Portal users from the Portal Summary page of the account record.

· When searching KB articles and selecting a specific subject no results are returned even though they exist.

· Deactivated portal user can be invited for Portal membership from Portal Summary page of account record. This fix solves the problem of deactivated users been invited from the Portal Summary page on the account record.

· User cannot add a custom lookup field to case form from Portal CRM. This fix will allow users to add custom lookups from the Portal CRM Interface onto the case form.

Parser Error

sgt — Sun, 05 Aug 2007 14:52:06 GMT

Trying to troubleshoot this issue here...

Portal installed and patched without problem, registration and validation works, after user logs in and is redirected to home.aspx, or any other page after authentication results in:

Parser Error Message: Ambiguous match found.
Line 1: <%@ Page language="c#" Codebehind="Home.aspx.cs" AutoEventWireup="false" Inherits="c360.Portal.CustomerInterface.Home" ValidateRequest="false"%>
Line 2: <%@ Register TagPrefix="c360Control" TagName="HeaderControl" Src="Controls/SystemControls/HeaderControl.ascx" %>
Line 3: <%@ Register TagPrefix="c360Control" TagName="Footer" Src="Controls/SystemControls/FooterControl.ascx" %>

Any ideas :) ?
Thanks!!!

Single Sign On

nahis — Wed, 30 May 2007 21:25:15 GMT

We have a potential customer who is enquiring about the capability of the c360 portal to have pass through authentication (single sign on) when accessing it through another portal? Is this possible in the c360 portal? We're meeting with the prospect on Friday so it would be good if we can provide them with a good answer by then.

Much appreciated!

Language Packs for Customer Portal Customer Interface 3.0.8 Maintenance Release # 2 are available

JustinLofquist — Tue, 15 May 2007 15:31:52 GMT

German, French, English, Dutch and Spanish are included.

Unzip and extract appropriate file to the following location:

...\c360Solutions\V3\Web\c360.Portal.CustomerInterface\Languages

Hotfix (Maintenance Release 2) for Customer Portal available now!

Arvind Raman — Mon, 07 May 2007 09:55:16 GMT

A hotfix (Maintenance Release 2 - version 3.0.8.371) is available now. The patch as well as the release notes can be downloaded from the link below
http://www.c360.com/Download/MR2/c360.CustomerPortal.PatchRelease.zip

Note - This patch setup can only be installed on top of version 3.0.8.191(and/or MR1 - version 3.0.8.257)

Customising existing portal Tabs

blaing — Thu, 29 Jun 2006 06:19:53 GMT

What options exist to modify the existing portal tabs, for example "Service Case" to allow a more granular select whereby users can see their cases, their managers can see there own cases, plus their staff's, and users in a different role (eg account admins) can see all their accounts cases.

Or for case details, allowing the users/managers/account admin to do other things besides add activities - ie change priority, reassign or close/reopen?

Displaying Sales Literature in Portal

elueckel — Sun, 11 Mar 2007 14:04:23 GMT

Hi,

question: Is there a way to display the sales literature in the portal? OK - there is one for sure, but I was wondering if you ever build something like that before, since it is quite stupid in re-inventing the wheel. :cool:

I guess that would help many who are working with partners, to publish material to them, esp. since there are quite a few limitation in the standard KB module.

Many thanks for some supporting ideas.

Enno

Display data from another account

elueckel — Sun, 11 Mar 2007 12:57:23 GMT

Hi,

our company is working over partners and these partners are dealing with end customers. Is it possible to set, that e.g. Company A (who's a partner), sees cases from Company B - who is there (and our) customer.

I know that I can define right within a certain account, but I am not sure if I can create a link between these accounts.

Apart from that I have to say, that the installation worked like a charm - very simple. The only bad thing, where C360 can not really do much about are the limitation of CRM which drive me mad arround the KB - that you can not have attachments or put screenshots into an article. If you ever develop something into that direction - I guess you would make MANY people very happy (shame on Microsoft).

Regards

Enno

Automated Customer Invitation and Request to Update Profile

Charlie R — Thu, 08 Feb 2007 14:54:23 GMT

In sending an invitation to a customer for them to become a member of the portal, can that invitation be sent automatically as a result of a particular event happening in MS CRM (i.e. convert lead to opportunity, or create an account record)? A workflow rule or something else?

Also, periodically (i.e. every 6 months) can an email, which contains the URL for the website's login screen, be sent to a customer asking them to update their account's profile?

I am considering purchasing Portal compared to our own development. This will help me evaluate whether Portal will help us accomplish what we are wanting to do.

Thanks

Passing credentials to C360 Portal

roblpm — Wed, 17 Jan 2007 08:19:32 GMT

Hi

Anyone know if it is possible to pass in user credentials from another web login. What we want to achieve is integrating the portal into a CMS managed website. (Will probably be Dot Net Nuke). So a customer would log in to the Dot Net Nuke site (to see other content and links) and reach a page with a link to the C360 portal to see cases etc. This would ideally then not prompt them for user/password again.

Regards

Rob Meredith

Custom tab: How do can I find information about the current user?

Jeremie Desautels — Tue, 02 Jan 2007 17:04:22 GMT

When a user logs into the c360 Customer Portal, the user’s contact information from CRM is stored in the Session["UserDemoGraphicInfo"] session variable. This variable contains an object of type "UserDemographicInfo" which is under the c360.Portal.UI.PortalWS namespace in v1.2 and under the c360.Portal.CustomerInterface.PortalWS namespace in v3.0.

You include the namespaces like so: In v1.2: [code]using c360.Portal.UI.PortalWS;[/code]

In v3.0: [code]using c360.Portal.CustomerInterface.PortalWS;[/code]

The following shows you how to retrieve this information:

[code]UserDemographicInfo portalUserInfo = ((UserDemographicInfo)HttpContext.Current.Session["UserDemoGraphicInfo"]);[/code]

This object allows you to find out information about the current user such as his/her name, phone number, address, the unique identifier of the company he/she works for, etc.

Finally, you need to make sure that your project has a refrerence to the appropriate DLL where the PortalWS namespace is defined. This DLL is named "c360.Portal.CustomerInterface.PortalWS" and you will find it on the server where you installed the Customer Portal customer interface in the C:\program Files\c360 Solutions\V3\Web\C360.Portal.CustomerInterface\bin by default.

C360 Portal with CRM Small Business Version

roblpm — Mon, 18 Dec 2006 09:20:51 GMT

I understand that C360 Customer Portal requires the Connector license for CRM which is only available with the professional version of CRM.

However can anyone let me know if the portal will work with CRM Small Business version for test purposes and while we convert our licenses to CRM professional (which involves changing OS as well!).

Regards

Rob

Updated portal custom development sample for CRM3

blaing — Thu, 29 Jun 2006 05:18:35 GMT

Is there an updated sample for custom portal development for the crm3 SDK ?

Where to change the tab names in Customer Portal?

Matt — Tue, 20 Jun 2006 18:07:35 GMT

I'm trying to update the tab names in a V3.0 Customer Portal. Right now I have the (default?) names of "PORTALTAB_MANAGEPROFILE_TAB_NAME", "PORTALTAB_SERVICE_CASE_TAB_NAME" and "PORTALTAB_KBARTICLES_TAB_NAME".

Any insights would be appreciated.

Thanks!

Matt

KB articles

Jeremie Desautels — Fri, 10 Feb 2006 10:21:56 GMT

Please read the following articles to learn about the known issues and possible workarounds related to Customer Portal for Microsoft CRM v3: http://www.c360.com/Support/Default.aspx?subjectid={27767523-B1E9-4522-A920-9B02F750F462}&name=CRM%20v3.0%20-%20Portal