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Info

This page is for the Operations App. For the Classic Operations App please see Rapidship Customization.

Info

You must have the Customizations Customization permission to view and the Edit CustomizationsCustomization permission to edit this page.

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Users
Users
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See Users for more information.

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  1. Go to Maintenance > Client Portal Customization.

  2. Select the Profile you would like to edit.

  3. Click the delete icon.

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Client Portal Configuration

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The left of the Rapidship Configuration screen is a preview of the changes you make from the form on the bottom right in the Styles and Translations tab.

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Chat Widget Integration

The Chat Widget Integration tab is where you enable and customize your chat support widget in the Client Portal.

Note

This cannot be saved on the default “CXT Rapidship” Client Portal” profile.

Tip

The following chat providers have been tested for compatibility:

  • Zendesk chat

  • LiveChat

  • LiveAgent

  • FreshChat

  • Olark Chat

Field Name

Description

URL Reference | Script Block

The selected method embedding your chat widget.

Chat Integration Code

When URL Reference is selected, a chat widget URL is entered in this field.

When Script Block is selected, a script/function code for embeding the chat widget is entered in this field.

Javascript

Javascript to customize the chat widget. The following variable can be used to add customer or user information:

  • username - Internet user’s username

  • userFullName / userFirstName / userLastName - Internet user’s name

  • userEmail - Internet user’s email

  • primaryCustomerFullName / primaryCustomerFirstName / primaryCustomerLastName - Internet user’s primary customer name

  • selectedCustomerFullName / selectedCustomerFirstName / selectedCustomerLastName - Name of the selected customer in the Client Portal

  • selectedCustomerEmail - Email of the selected customer in the Client Portal

Available on these pages

Selected pages where the chat widget should be displayed.

Tip

Quick Tip: When users are not logged in data will not be available

Available to these customers

Selected customers that can use the chat.

Click on the Customers field to select or search for customers. Customers with an Account Status of “Inactive” or “Blacklisted” will not be displayed.

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Page Names and Custom URLs

The Page Names and Custom URLs tab allows you to add custom page URLs that will display within the left navigation in Client Portal and/or set up a Place Order page URL redirect.

Tip

Quick Tip: When updating this section, users in the Client Portal may need to refresh their browser twice for the updates to be visible due to caching.

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How to Add Custom Page

Tip

Quick Tip: Custom pages will be displayed at the top of the Client Portal page navigation on the left.

  1. Click +Add Configuration.

  2. Select Add Custom Page.

  3. Enter the Custom Page Name and Custom URL.

  4. Click the Publish button.

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How to Set Up a Place Order Page Redirect

Info

You must have a custom page created using CXT Software’s API to create functionality to place an order. If a Custom URL is not entered, the page will be blank.

When the Place Order page is redirected, the following context will be provided when your clients select links on other pages within the Client Portal that will open the redirected Place Order page. This context needs to be used by your custom page, for the user to have proper access to the associated order information on the redirected page.

Track Order Action Menu Links

  • Order ID

  • Action Taken by the User

Order Template Action Menu

  • Order Template ID

  • Action Taken by the User

  1. Click +Add Configuration.

  2. Select Place Order.

  3. Enter the Custom Page Name (enter “Place Order” to keep it the same) and a Custom URL.

  4. Click the Publish button.

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How to Delete a Custom Page or Page Order Redirect

  1. Click the red X next to the Custom Page, or Place Order Page you want to delete.

  2. Click the Publish button.

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Styles

The Styles tab is where you can customize the colors, font, and logo in the Client Portal.

Field Name

Description

Primary

The color used in the Client Portal. Hover over the field name to see a description of where the color is used.

Click the colored square to change the color using the color picker or entering the RGB values.

Using the eyedropper when selecting a color only works from the Operations App and not the Desktop Operations App.

Accent

Font

The font used in the Client Portal.

Select between

  • Default

  • Arial

  • Georgia

  • Helvetica

  • Verdana

Logo Search

Used to search for the logo image to use in the Client Portal. Images are uploaded in the Images section. To add a PNG file type, please contact Technical Support.

This will normally be blank if you are not searching for an image.

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Translations

The Translations tab is where you can make customizations to text in Rapidsihpthe Client Portal. Use the Find field to quickly find text in the Client Portal. You can use the Replace field to quickly replace the all the text searched for in the Find field by entering the text and clicking the button with the two arrows in the field.

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