How to Configure Customer Portal

This article will walk you through the steps for an admin to configure the Customer Portal for insurance confirmation.

The Customer Portal allows customers to provide their insurance details online prior to vehicle delivery.
Once insurance details are submitted by the customer, there will be a checkbox dynamic task created labelled "Insurance Confirmation".
The only configuration required for Customer Portal is to select which delivery task list the above dynamic task should be created in. For example, you might choose to create the above dynamic task in your "Finance" delivery task list.
For an overview of the Customer Portal features and typical workflow, see the Getting Started with Customer Portal article.

The Customer Portal feature must be enabled by the Dealer By Design support team.
Once enabled, the ability to configure the Customer Portal feature requires the "admin" role.
Users at your dealership that already have the "admin" role can grant additional users this role in the Settings/Users.

Go to Settings/General/Configuration and click the "Edit" button.
In the "Filter Settings" dropdown, select "Customer Portal".
In the "Insurance Confirmation Task List" dropdown, select the desired delivery task list.
Click the "Save" button.
Once this configuration is complete, customer SMS notifications will be enabled.

The above configuration will enable customer SMS notifications.
The following optional configuration will also enable customer email notifications:
- Go to Settings/General/Configuration and click the "Edit" button.
- In the "Filter Settings" dropdown, select "Delivery".
- In the "Delivery Editor" section, toggle the "Enable Customer Email Field" setting to enabled.
- Click the "Save" button.