Amend Details On Customer Portal

[derekgreen]

I need to amend our contact details on the Customer Portal. I have logged in as admin (I've had to use that license for myself!) but the 'save changes' tab is greyed out, preventing me from making the change required.

[Steven Boardman]

HI @derekgreen

Could you provide us with a screenshot of the issue you are seeing - are you looking to configure the Service Portal (internal supported users) or the Customer Portal (external contact's)?

I have taken a look logged in as an admin on my instance and this seems to be working as expected. 

The Save Changes box will be greyed out, until you start to edit the text in a field or change any other value on the page, at which point the Save Changes button will become active and allow you to save changes. 

In my example i am editing the Contact Title, so the Save Changes option is active

If the issue is persisting, could you also confirm which browser you are using?

Thanks

Steve

[derekgreen]

Hi Steve,

              Please see snip attached. I need to amend the email field under contact information as the address has changed. Although I'm logging in as admin I'm wondering if it's a permissions issue?

Regards.

[derekgreen]

Should have added that it's the Service Portal via Chrome browser.

[Steven Boardman]

@derekgreen

Just so i have this correct - the email field text is greyed out?  i can't quite see on the image?  you can't type into the email field to change it?  i would expect the Save Changes to be greyed out but not the text in the fields?

Also i notice from your screen shot that it looks like you have the Service Portal and the Live app open in other tabs - are you logged in as the same user in those interfaces as well,  or are you in as different users? i am just trying to rule out if it is anything to do with some confusion as to which user session is active in the admin tool if you are also logged into the other two instances perhaps as a different user with different rights?

Let me know and i'll see if i can get to the bottom of this for you.

Steve

[derekgreen]

Hi Steve - I can type into the field ok, but the 'save changes' remains greyed out. I took your advice and logged into the admin portal with no other sessions on the go but to no avail.

Thanks.

[Victor]

@derekgreen when you open the "Customise Customer Portal" interface you will notice you will have one (or more) red boxes reporting an error (like: "URL Must be HTTPS not HTTP"). As long as the error message is displayed, the Save Changes button will not enable.

Now, the error messages appears because some of the values in this interface are "brought" from application settings and the values on application settings do not match the restriction in the UI. For example "Home page Image" in customisation UI requires to have "https" for the image URL. However in the application setting (guest.anonymous.portal.core.style.image.home) you don't have this restriction. Not sure if this is a defect or how is intended to work, maybe a question for dev team

Now, to overcome this and to be able to amend what you need, I suggest to temporarily amend or delete the conflicting values (not before making a note of them) then make the necessary changes. Once everything is in place, go to application settings and put the values back as they were originally.