Managing Customer Information with Secure Zones

Updated on 20-October-2016 at 10:16 AM

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It is possible to give customers the ability to log into a Secure Zone and view their case history, order history and update their CRM information. This article will demonstrate how to achieve this.

As a prerequisite, refer to this article for information on creating a secure zone.

View Case History

In order to allow customers to view their case history, you will need to create a new page and place it behind a Secure Zone. In the Toolbox on the right click Site Manager > CRM > CRM Cases... > Customer Cases. The following popup will appear:

Select All Items for all cases associated with the user logged into the Secure Zone to appear. Or select All Items in a Workflow Classification for cases associated with the user logged into the Secure Zone that are also triggered by a specific workflow.

Click the Insert button in order to insert this module on your page.

To modify the List Layout and Detail Layout that will display on your page, navigate to Module Templates > Customer Cases Layouts to achieve this.

View Order History

In order to allow customers to view their order history, you will need to create a new page and place it behind a Secure Zone. In the Toolbox on the right click CRM > Orders. The following popup will appear:

Select All Items for all orders associated with the user logged into the Secure Zone to appear. Or select All Items in a Workflow Classification for orders associated with the user logged into the Secure Zone that are also triggered by a specific workflow.

Click the Insert button in order to insert this module on your page.

To modify the List Layout and Detail Layout that will display on your page, navigate to Site Manager > Module Templates > Customer Order Layouts to achieve this.

Update Customer Details

In order to allow customers to update their customer information that is stored within the CRM, you will need to create a new page and place it behind a Secure Zone. In the Toolbox on the right click Site Modules > Secure Zones... > Update User Details form. The following popup will appear:

If you have extended the CRM Database and applied the CRM Form to the Contacts entity, this will appear in the Select Additional CRM Form to Update (optional) drop-down list. This will allow customers to update the information stored in custom CRM forms.

Note: you can extend your CRM Database via CRM > Extend CRM Database

Click the Insert button in order to insert this module on your page.