How do I show the details of a customer when they are logged in a secure zone?
How do I show the details of a customer when they are logged in a secure zone?
I want to show the customer details as well as some customer CRM fields that are applied to the customer. None of these are entered via a form, they would be entered by the client. The customer would need to be able to log in to view the information and get an email alert when it is updated. Help!?
Hi,
You might want to look into customer service zones which allows customers once logged in to see their case, order and own details.
- http://kb.worldsecuresystems.com/133/bc_133.html
- http://kb.worldsecuresystems.com/kb/customer-service-area-orders.html
- http://kb.worldsecuresystems.com/kb/allowing-customers-view-update-crm.html
Kind regards,
-Sidney
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