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Customer portal

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Offer your customers a functional personal space ! This module adds a public interface on which you can grant access to your customers. They will be able to consult and download their proposals, orders, invoices and tickets. For training centers, it allows you to offer your trainees and trainers a personal space.

660.00 €

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  • Author ATM Consulting
  • Module version 1.47.1
  • Release date 02/17/2023
  • Access to updates and downloads 365 days
  • How to contact support dolistore@atm-consulting.fr
  • Compatibility Dolibarr V16 - V20
  • Last update 06/05/2025 10:05 AM

More info

 

Logo ATM Consulting

 

 ATM Consulting Dolibarr Prefered Partner

  Publisher : ATM Consulting
  Licence : AGPL
  Module version : auto

  Compatibility : Dolibarr auto - auto
  Last update : 27/06/2024 10:24
  Languages : FR GB

 

What the module does : 

  • Quotes: allows you to view validated quotes (download PDF)
  • Orders: allows you to view validated orders (download PDF)
  • Invoices: allows you to view validated invoices (download PDF)
  • Shipments: view shipments (download PDF)
  • Tickets: allows your customers to create and view their tickets
  • Account: allows the user to generate a new password in the event of loss or forgetfulness

Customer Portal : By coupling Customer portal with the  Agefodd, this opens up an external access to trainees and trainers : thanks to a personal space, they can consult the training calendar on which they are registered, and download the corresponding documents (assignment letters, attendance sheets, certificates...) 

New (V1.41): Multi-company compatibility! It is now possible to match a domain name with an entity. So you can have for each entity a different portal corresponding to the colors of the entity and configured according to the latter.

Please note : the online signature of the attendance sheets by trainees and trainers with Customer Portal is available from the version 1.35 of the module.

For more information: Agefodd Formation

 

DOCUMENTATION

Documentation du module

  

TUTORIAL VIDEO

Tutoriel vidéo ATM

  

 

ONLINE DEMO

Online demo

 

Find more ATM modules  

INCLUDED

  Access to module updates.
  Functional corrections of the module.

  Please note that the training and help with the installation are not included.

  

UPDATES

  Corrective module updates will be published in the Dolistore.
To update your module, remember to download the new .zip file.   To update your module, remember to download the new zip file.

  Updates are available for 1 year starting from the module's purchase date from Dolistore.

  Before any update, please make sure that the module is officially compatible with your Dolibarr version.

 

  

CONTACT

You need help?
Our engineers can work remotly : please contact us for a quote.

Your module has a functional issue ?
Start by updating it and send us an email here : "contact us" if the problem persists. Please explain clearly the details of your issue (with screenshots) otherwise we won’t be able to answer.

 

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