If you're looking to create a customer portal and need help with how to login, this article is for you. We'll walk you through the steps required to create an account and set up your customer portal.
Login to Unify Customer Portal
To login to your Unify Customer Portal, follow these steps:
1. Navigate to the Unify Customer Portal home page by clicking on the “Unify” button at the top of your screen.
2. On the Unify Customer Portal home page, click on the “Login” link in the upper-right corner of the screen.
3. Enter your user name and password in the appropriate fields and click on the “Login” button.
4. You will be redirected to the main Unify Customer Portal screen.
5. Click on the “My Profile” link in the top-left corner of the screen to view your profile information.
Accessing Your Unify Accounts
If you want to access your Unify accounts, all you need is your login credentials. You can find your login information on the Accounts page of the Unify customer portal. Here are the steps to accessing your accounts:
1) Log in to the Unify customer portal.
2) On the Accounts page, enter your username and password into the appropriate fields.
3) Click the Login button to confirm your entry.
Adding a New Contact or Organization
Adding a new contact or organization to your customer portal can be a daunting task, but with the help of their easy-to-use forms and tools, it's a process that can be completed quickly and easily. Logging in to your customer portal is the first step in completing this process, so make sure you are familiar with the steps below.
To add a new contact or organization:
1. Navigate to the "Settings" tab on your customer portal.
2. Click on "Add New Contact or Organization."
3. Fill out the form with the required information, and click on "Submit."
4. You will now be redirected to the "Contact Details" page for that contact or organization. From here, you can access all of their information and initiate registrations with your customer portal.
Managing your Contact Records
Managing your contact records is essential to keeping your customer portal organized and efficient. Here are three methods for logging in to your customer portal:
1. Email address and password: If you have an email address associated with your contact record, you can login by entering that email address and password into the login form on the customer portal home page.
2. Customer number: If you have a customer number associated with your contact record, you can login by entering that number into the login form on the customer portal home page.
3. Customer name and password: If you only have a customer name, you can login by entering that name into the login form on the customer portal home page. Once you have logged in, you will be taken to the My Contact Records section of the customer portal where all of your contact information will be displayed.
Organizing your Email Messages
Organizing email messages is an important part of managing your customer portal. By sorting and grouping them by topic, you can quickly find the information you're looking for.
To organize your email messages:
1. From the main menu, click "Inbox".
2. In the "Inbox" panel, under "Active Messages", click "Sort by".
3. Select the "Date" field and use the arrow buttons to change it to "Subject".
4. Select the "Subject" field and use the arrow buttons to change it to "Message Type".
5. Under "Message Type", select the category that best describes the message.
6. Click "Sort by".
7. Click "Save".
Deleting a Contact from Unify
If you want to remove a contact from your Unify customer portal, follow these steps:
1. Log into your Unify customer portal and click on the Contacts tab.
2. Click on the contact you want to remove and select the Delete button.
3. Confirm your decision by clicking on the OK button.
Customizing your Message Settings
If you want to customize your message settings, follow these steps:
1. Navigate to Settings > Messages and select the desired message type.
2. On the left-hand side of the screen, under General, you will find the following options:
-Message Format: This will allow you to choose between standard and customized formats.
-From: This displays the sender's email address.
-To: This displays the recipient's email address.
3. Below From and To, you will find the following options:
-Subject: This is where you can customize the subject of your message.
-Body: This is where you can enter your message.
4. Click on Save at the bottom of the screen to apply your changes.
Customizing the Message Preview
If you're like most business owners, you want your customer portal to look great and be easy to use. Unfortunately, it can be hard to get everything just right. In this article, we'll show you how to customize the message preview in your customer portal. This is a great way to make sure that your customers always have the information they need when they visit your site.
Customizing the Message Signature
To customize the message signature on your customer portal, follow these steps:
1. On the Home tab, in the Administration group, click Portal Settings.
2. In Portal Settings, click Signature.
3. In Signature, under Message Signature, click Edit Signature.
4. Under Subject, type a subject for your message that will be used as the signature. This is the title of your email or article. For example, "Unify Customer Portal - How to Login."
5. Under Message Body, type the body of your message that will be used as the signature. This is what you want people to see when they open your email or article. For example, "Learn how to sign in to your Unify Customer Portal."
6. Click Signatures and then Save Changes.
Now when someone opens an email or article with your customized signature, they'll see the contents of your message body as the signature!
Conclusion
In today’s ever-connected world, it is essential for businesses to have a customer portal that allows customers to easily and securely access their accounts and manage their transactions. This guide will teach you how to create a unified customer portal in your business, so that you can give your customers the best possible experience when accessing their accounts online.