Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

...

...

...

...

...

...

...

...

...

...

...

Info

For user documentation see User Profile.

Excerpt
hiddentrue

Updates user profile information.

The User Profile section is where you can update your account information. Click the Update button to apply any changes in the left column before leaving this page.Image Removed

...

Field Names

Description

Customer ID

Read-only field. The customer ID of the primary customer for associated with the internet user.

The Primary Customer ID on the internet user profile.

Customer

Read-only field. The name of the primary customer for associated with the internet user.

The Customer Name on the customer record associated with the Primary Customer ID on the internet user profile.

User ID

Read-only field. Internet user's user ID used to login.

The User ID on the internet user profile.

Email

Required. Internet user's email address. This will also be automatically entered to receive notifications on the Place Order page.

The Email Address on the internet user profile.

Phone

Internet user's phone number.

The Phone on the internet user profile.

Default Service Type

The default service type when placing an order.

The Default Service Type on the internet user profile.

Auto Print Shipping Label

When enabled, it will automatically print the selected shipping label once the internet user places an order. This will automatically populate the print dialog box .unless using a Microsoft Edge or Internet Explorer web browser where a PDF will be generated with options at the bottom of the page to open, save, or cancel.

Tip
title

Quick Tip

: The print dialog box may be blocked by a pop-up blocker.

The Auto Print Shipping Label on the internet user profile.

Default Place Order View

The default view that will be used on the Place Order page.

  • Default - Display

the 
 view
  •  view when using a computer and

the 
 view
  •  view when using a mobile device.

  • Detailed - Display

the 
the 
 view
  •  view regardless of the user's device.  

Note

This will be overridden and switched to "Detailed Order View" when editing an order

Default Report Type

The default report type displayed on the Reports page.

  • Condensed - Displays the summary for each order. 

  • Detailed -

 Displays
  •  Displays details for each order. 

Push Notifications

The status events to send push notifications. 

Note

The desktop and/or mobile browser need to have push notification enabled for the Client Portal. See Client Portal Push Notifications.

Useful Links

Change Password

Pop-up to change the password.

Info

User must have the "Allow Password Change" option enabled in the internet profile. See Internet Users (Classic Operations App) or Internet Users.

Save Login Shortcut

See Save Login Shortcut for the Client Portal.

Page Properties
hiddentrue


Related pages

User Profile