To create or customize the Customer Portal pages, you will need a WebDav client to download/upload the files, and you will use a text editor to edit the files.

There are two default reference implementations: one for the standard pages (desktop browsers) and one for display on mobile devices. There is something called the reference implementation that is the set of default pages and files that make up the Customer Portal as it exists before you configure and customize it.

Other Customer Portal configurations can be done through the Admin interface (aka Agent Desktop or Console).īefore going deeper on the Customer Portal stuff, it is important to keep in mind the following: So it is important to understand the structure of the Customer Portal. The configuration of the Customer Portal is done by editing Templates, Pages, and Widgets which are part of the site. Normally the Customer Portal is embedded on the company’s website. The Customer Portal is the company’s customer support interface, where customers can search for information, submit questions to the support team, request chat sessions or even ask the peer-to-peer community (if there is one) for help. Step 9: Make sure that the Customer Portal you are viewing has the Customer Portal Development Area sign on top. Step 8: To check your changes open a browser, navigate to your Customer Portal admin site ( ) and click View Development Area. Step 7: Go back to Cyberduck, right-click the file you want to update and choose Upload. Step 6: Open the downloaded file in a text editor, change it and save it. Step 5: Select the file you want to change, right-click and choose Download to save the file in your local machine. Step 4: Open the folders and sub-folders until you find the file you want to change (in this case we went to the home.php file by navigating to cp/customer/development/views/pages) Then un-tick the Anonymous Login check box, input your admin credentials and click Connect. If you input your RightNow Customer Portal site on the Server field, the URL and port should come automatically. Step 3: Set up a connection to your Customer Portal: Step 2: Run Cyberduck and open a new connection. Step 1: Download and install a WebDAV software.

As it was stated before, to create or customize the Customer Portal pages, you will need a WebDAV client to download/upload the files, and you will use a text editor to edit the files.

Cyberduck webdav client