Customer Portal - More user information and broader permissions
Hi,
I'm investigating how to use the Customer Portal within an application.
I understand the Sign-Up page (Name and Email address ) fields cannot be modified. However, in trying to capture additional information about user preferences and their company (which some of the information would also be contained within Zoho CRM.
- Is it possible to capture more information about the customer outside of the two key fields? And what is the best way of doing that? I have assumed it would be to create another Form and link the user as a disabled field?
- Is it possible to provide customers with broader access to their companies records (ie.. records on users who also work for the same organisation) through permissions?
- Finally, in terms of integrating back with Zoho CRM to capture and update common details. Is the best way to match records and update with a deluge script? Since the "integration" appears to provide a drop down option which is not acceptable for external sharing.
Thanks and appreciate any help,
Andrew