Customer/Vendor Portal | User Documentation | Striven

Portals

Customer/Vendor Portal

Support Guide

  • Overview

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    The Striven Customer/Vendor Portal is an extremely useful addition to enhance your Customer/Vendor’s experience with Striven. The Customer/Vendor Portal includes many features that will assist your Company in communicating and working effectively with your Customers/Vendors. Depending on your Portal settings, this Portal will allow you to share access to documents, Tasks, Projects, transaction information, Orders, Assets, Opportunities, reports, Discussions, and more. You will also have the option to accept Payments from Customers through the Portal.

    Read this guide if you are trying to:
    ✔ Designate settings for your Customer/Vendor Portal.
    ✔ Give your Customers/Vendors access to view, manage, or pay Orders online.
    ✔ Assign and manage Projects and Tasks with your Customers/Vendors directly through your Striven system.

  • Customer/Vendor Portal Settings

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    Your default Customer/Vendor Portal Settings can be set within your Portal Settings page by navigating to:

    Company → Settings → Customers/Vendors → Portal → Settings.

    From this page you will have the ability to determine the configuration for the following settings:

    1. Access Settings: Allows you to designate whether or not Customer/Vendor Portal Access is enabled upon creation of the Contact. This is a very important setting, especially if you do not wish to utilize the Customer/Vendor Portal. To avoid unwanted Portal subscription fees, please ensure the box to Allow Striven Customer/Vendor Portal Access on Creation is not checked.
      • Note: If you miss this step or find you need to remove Portal access for your Customers/Vendors in bulk, there are instructions listed below this section to easily accomplish this.
    2. Default Role for Contacts: Determines the default Portal role assigned to Customer/Vendor Contacts.
    3. Default Role for Employees: Determines the default Portal role assigned to your Employees when they access a Customer/Vendor’s Portal.
    4. Manage Dashboard Widgets: Displays available widgets for the Customer/Vendor Dashboard configuration. More details on these settings are provided below.
    5. Customer Display Widget: Allows you to view/edit the content of this widget on your Customer Portal.
    6. Vendor Display Widget: Allows you to view/edit the content of this widget on your Vendor Portal .
    7. Configure Embed Widget: Enables the display of a Customer/Vendor Dashboard widget with an embedded link.
    8. Link: Determines whether to use a URL or Integrated Link for the Embed Widget.
    9. Height: Determines the height setting for the Embed Widget.
  • Creating Portal Roles

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    Customer/Vendor Portal Roles will determine the permissions given to your Customers/Vendors when accessing your Customer/Vendor Portal. Your Striven system provides both a Full Access and User Role option to assign to your Customers/Vendors. Full Access would provide the User with access to all areas of the Customer/Vendor Portal, whereas the User Role has a limited set of default permissions related to the Portal. Below is an example of the Portal Roles page with a description of what you can configure there.

    To access the Customer/Vendor Portal Roles settings, navigate to:

    Company → Settings → Customers/Vendors → Portal → Roles.

    1. Status: Displays the search options for the status of your Portal Roles. You can choose to view Roles by Active Status, Inactive Status, or All Statuses.
    2. Add: Triggers the Portal Role Info page to pop up wherein you can create a new Portal Role. Here, you can name the Role, choose the Landing Page for the Portal, and select the desired permissions you wish to be designated for this Role. (An example of this page can be observed below).
    3. Edit: Allows you to edit the Name, Landing Page, or permissions related to an existing Portal Role.
    4. Deactivate: Switches the Role to an Inactive status.
  • Setting Portal Roles & Welcome Emails

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    During configuration of your Customer/Vendor Portal settings, you will determine whether or not a new Contacts’ default role is set upon creation of the Contact in your Striven system. If you do not wish to have this designated as an automatic setting, you have the option to create, edit, or change Customer/Vendor Portal roles at the Contact level with whatever permissions you select.

    If new Contacts are set to automatically receive Portal access, you will have the option to check the box to Send the Welcome Email during Contact creation in order for them to be able to sign in to the Portal. There is also a link on the Contact Info to Send Welcome Email in the event they have never signed in but need the email sent to register for the Portal.

  • Removing Portal Access

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    There may be cases where a Contact has been given access to the Customer/Vendor Portal and you wish to remove that access. Whatever the reason, the solution is rather simple.

    Removing Portal Access Individually

    If you have an individual or small number of Contacts you wish to remove Portal access from, the easiest way would be to navigate to the Customer’s record in your system. From there, you can use the Waffle menu to navigate to the Customer’s Contacts list.

    Once the Customer’s Contact List displays, you can select the individual Contact whose Portal access you wish to update. On the Contact Info Page, you’ll see the Portal Access section on the right side of the page with the checkbox to enable or disable the setting to Allow Access to Striven Customer/Vendor Portal. Unchecking this box will remove the Contact’s Portal access and they will no longer be able to login to the Portal. Remember to click the Save button to save your changes.

    These simple steps can be repeated for each of the Contacts from which you wish to remove Portal access. If you determine you have a larger number of Contacts you wish to remove Portal access from, you can review the steps for that process below.

    Removing Portal Access in Bulk

    The process to remove Portal access in bulk is a bit more involved, but this guide will make the steps straightforward and easy to follow.

    The first step you will want to take is to create a report using Striven’s Report Builder. This feature can be located by navigating to:

    Reports → Report Builder

    From there, click on the Add button to create a new report. In order to gather the necessary details for this process, you will need to select the the Customer/Vendor Contacts Data Set and then click Next.

    Next, you will want to select the following Report Columns to display in your report results:

    • Contact ID
    • Customer/Vendor ID
    • Contact First Name
    • Contact Last Name
    • Customer/Vendor Name
    • Contact Has Access To Portal

    After you have selected the report columns, click on the Add Filters button in the Search Filters section on the right side of the Report Info page to add your report filters.

    The following filter options are recommended for this report:

    • Customer/Vendor Account Types is Equal To Customer
    • Contact Has Access To Portal is Equal To Yes

    Now that these are added, click the Submit button to return to the Report Info page.

    Once you have your columns and filters set, you can click the Run Report button to see the results. At the top of the report results page there is an option to Export to CSV. Click that to download your report results in a file format that will be compatible with importing into Striven. You will then be able to edit the details in this document to use for importing and updating the data back into Striven.

    The following edits must be made to the exported report in order to successfully remove Portal access:

    • Change the Contact Has Access to Portal column header to Allow Access to Striven Partner Portal.
    • Change the Contact Has Access To Portal column results to No for each Contact listed.
    • Change the Contact First Name column header to First Name.
    • Change the Contact Last Name column header to Last Name.

    Remember to save your changes to the file in a .CSV file format for importing.

    After the import file is prepared, return to Striven and navigate to Customers → Contacts to view the Contacts List page. Click on the Import button and choose Contacts.

    Select the .CSV import file you have prepared for the upload file. Before you click Next, make sure the box for Update Matching Data is checked. If this box is not checked, the import will fail. Click the Next button to continue with the import.

    Next you will see the Contacts Import Mapping page, wherein you will need to make sure your import file columns map to the appropriate data in Striven. Confirm these mappings are correct then click Next.

    Click Finish on the Contacts Import Confirmation page to complete the import.

    It is recommended that you re-run the custom report you created in order to confirm the Portal access has been updated. If multiple Associations were created for a Contact, it is possible that only one Association may have been updated and others may need to have the Portal access updated manually.

Customer/Vendor Portal Dashboards

  • Customer Portal Dashboard

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    The Customer Portal Dashboard displays the widgets selected for the Customer Portal, which can include Customer’s financial information for past due balances, Orders in need of approval, billing summary, Task summary, Assignments, and more. Some of the available widgets for the Customer Portal Dashboard will be explained in more detail below.

    1. Past Due: Displays Customer’s past due amount and provides a link to Pay Now.
    2. Needs Approval: Displays the number of Orders in need of approval with a link to view them.
    3. Needs Acceptance: Displays the number of POs that are awaiting acceptance with a link to view them.
    4. Recents: Lists Tasks that have recently been viewed.
    5. Customer Billing Summary: Displays a summary of the Customer’s Transactions. Each amount is a hyperlink to view further details. There is also a Pay Now option.
    6. Customer Display Widget: A customizable widget that can include any information you would like to display to your Customer, such as a welcome message, a hyperlink, images, etc.
    7. Assignments: Displays the entities assigned to the Customer
    8. Work Summary: Displays a summary of Orders, Projects, and Opportunities related to the Customer.
    9. Task Summary: Displays a link to Customer’s open Tasks.
    10. Task Completion: Displays a bar graph showing Task completion progress by month.
    11. Efficiency: Displays a pie chart depicting the efficiency results of Tasks completed within the current month.
    12. Asset Status: Lists Customer Assets and their current status.
  • Vendor Portal Dashboard

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    The Vendor Portal Dashboard displays the widgets selected for the Vendor Portal, which can include Vendor’s financial information for past due balances, Purchase Orders requiring Acceptance, Vendor billing summary, Task summary, Assignments, and more. Some of the available widgets for the Vendor Portal Dashboard will be explained in more detail below.

    1. Assignments: Displays the entities assigned to the Customer/Vendor.
    2. Vendor Billing Summary: Displays a summary of the Vendor’s Transactions. Each amount is a hyperlink to view further details.
    3. Task Summary: Displays a link to Customer’s open Tasks.
    4. Task Completion: Displays a bar graph showing Task completion progress by month.
    5. Work Summary: In the Vendor Portal, this widget displays a summary of Purchase Orders, Projects, and Opportunities related to the Customer/Vendor.
    6. Asset Status: Lists Customer Assets and their current status.
    7. Efficiency: Displays a pie chart depicting the efficiency results of Tasks completed within the current month.
  • Managing Dashboard Widgets

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    The Customer Dashboard Configuration popup houses the widget options available for display on your Customer Portal. The Customer/Vendor Dashboard will act as the homepage for Contacts when logged into the Portal.

  • Customer/Vendor Portal Embed Widget

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    Similar to other Embed Link Widgets within Striven, this feature will allow you to select a URL or Integrated Link to display in a widget on the Customer/Vendor Dashboard.

    The settings for this option can be found by visiting Company → Settings → Customers/Vendors → Portal → Settings from within your Striven system.

    From here, you’ll see the options available for your Dashboard settings, including the checkbox to Configure Embed Widget. The settings in this section include the following:

    There are 2 available options for the Embed Widget link:

    1. URL: Allows you to enter the web address link used to direct your internet browser to a particular website.
    2. Integrated Link: Allows you to choose from the list of Integrated Links you have already set in your system. (This list can be edited by visiting Company → Settings → Customers/Vendors → Portal → Integrated Links).

    You can also set your widget Height settings from this section.

    To add this Embed Link Widget to your Customer/Vendor Portal Dashboard, you can click into the Manage Dashboard Widgets settings and drag the Embed Link Widget option to whichever column position you wish to view the widget in.

    By clicking on the breadcrumb menu to the right of the widget, you’ll be able to click Edit to change the name of the widget, then click the green check mark to save.

    Now when you view your Customer/Vendor Portal Dashboard, the Embed Link Widget should display on the page according to your settings.

    • Note: Not all integrated links or URLs will work as embedded links on the Customer/Vendor Dashboard as some websites may block the ability to embed their content.

    An Embedded Link Widget enables you to share videos or websites you want to bring to your Customer/Vendor’s attention. For example, perhaps you want to provide a helpful tool in your Portal, such as a calculator or chat option, or even something simple, like a recorded video announcement or holiday greeting you’d like to share with your Customer/Vendors. Using this new feature gives you the opportunity to share relevant content from within your Customer/Vendor Portal.

  • Signing In to the Customer/Vendor Portal

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    The URL to Sign In, Create New User, or Reset a Customer’s password is customers.striven.com.

    The URL to Sign In, Create New User, or Reset a Vendor’s password is vendors.striven.com.

    1. Single Sign On: A convenient option is to use either the Google Single Sign On or the Microsoft Single Sign On so there is no need to create a password. Users would be able to use their current Google or Microsoft Account login information to quickly and easily sign in to the Portal.
      • Note: The email address used for the single sign on needs to match the primary email address saved in the system for the Contact.
    2. Signing In: Your Customer/Vendor will need to navigate to the Customer/Vendor Portal Sign In page in order to sign in and view the Portal content.
    3. New User: To access the Customer/Vendor Portal, the Contact needs to be entered into your Striven system as a Customer Contact. The Contact would click on the New User button and enter their email address to request access. This will trigger a Welcome email to be sent with instructions for signing into the Portal.
    4. Forgot Password: If your Customer/Vendor forgets their password and is unable to sign in to the Portal, you can provide them with the URL to the Portal sign in page to reset their password. Once the Forgot Password link is clicked, the Customer/Vendor will receive an email with a link to reset their password.
  • 2-Factor Authentication for Customer/Vendor Portal

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    Striven has included a 2-Factor Authentication feature with the Customer/Vendor Portal to ensure your Customer/Vendor’s information is secure. The Customers/Vendors will be required to enter their Username and Password as usual, but will then be prompted to enter a 2FA code, which will be provided to them via email or text message.

    1. Code: Field where you can copy/paste or type in the 2FA code you receive from Striven.
    2. Remember this device for 30 days: Checkbox to set the system to remember the current device you’re signing in with for 30 days.
    3. I didn’t get my code, resend it: Link to have the 2FA code resent to you if you did not receive it when attempting to sign in.
    • Note: In order to send the 2FA Code via text message, the Twilio Integration with Striven must be activated, and the User must have a phone number designated as “Mobile” saved in their Contact Information.
  • Account Lockout

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    To enhance the security of the Customer/Vendor Portal, Striven has an Account Lockout feature. This feature will protect your Customer/Vendor data by automatically locking a Portal account if a user enters the wrong password five (5) times in a row.

    If a Portal account gets locked, an email notification will be sent to the email address on record for that particular account. This email will provide a link to unlock the account.

    Clicking on the link will unlock the Portal account and display a page that details the latest failed login attempts, including the Site URL, IP Address, Reason for the failed attempt, what Browser was used in the attempt, and the Date (UTC) the attempt was made. Additionally, at the bottom of this page, there is a Back to Sign-In button.

    The email will also provide a Reset Password link that the user can use to change their password. This will help to prevent unauthorized access to the Portal account.

Customer Portal Options

  • Customer Portal Menu Options

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    The Customer Portal Menu is located on the left side of the Portal screen and is a useful tool to navigate through the different areas of the Portal. The options available for your Customers to view here depend on which Portal content and permissions you have selected to make visible in your Customer Portal Roles. Below you will find an example of how a Customer Dashboard Menu appears on the Portal, followed by an explanation of each menu option in the sections that follow.

  • Customers

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    There are 3 options available in this menu section: Payment Profiles, Transactions, and Open Balance. Each section is described below.

    Manage Customer Payment Profiles

    • Manage Payment Profiles: Allows Customers to manage their Payment Profiles, add new Payments, and manage Auto-Pay options.
    • Note: To enable online Payments, you will need to have an Account with Authorize.net and configure the Payment Settings in your Striven system. If you wish to use another Payment gateway or for more information setting this up, please contact your Striven Consultant. The Payment Profile options are available by navigating to Company → Settings → Integrations → Payment Integration.

    Customer Transactions

    • Transactions: Displays a history of the Customer’s transactions, including Payments, Credit Memos, and Invoices. By default, the Transactions page shows all transactions, but can be filtered by Open or Past Due transactions as well.

    Customer’s Open Balance

    • Open Balance: Displays the Customer’s Open Balance and allows them to select which Invoice(s) they wish to pay at that time. Past Due balances are also available to view from this page.
  • Opportunities

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    The Opportunities option displays information for Opportunities related to the Customer, including the Opportunity name, the Contact, the date the Opportunity was created, and who the Opportunity is assigned to, along with filters available to narrow results.

    • Note: Only Opportunities set as visible in the Portal will be listed for Customers to view in the Customer Portal.

    Clicking on the Opportunity Name will display details about that particular Opportunity. Some of the information available here includes, but is not limited to, the Stage, Type, Priority, Location, Assignees, Contacts, attachments, and Discussions related to the Opportunity. To learn more about using Opportunities in Striven, please review our Opportunities Guide.

  • Sales Orders

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    The Sales Orders option displays information for Customer related Sales Orders, including the Order Name, Order Date, Target Date, Order Total, PO#, Assigned To, and Approved By. These can be filtered by Quoted, Pending Approval, Approved, In Progress, and Completed to narrow down the information to what you’re looking to view. Recurring Orders are recognized by the circular green arrow next to the Order Number, as seen in the example image below.

    There is a variety of information available when viewing a Sales Order from the Customer Portal. Details related to the Order can be reviewed before approval is given. Some of the information contained here includes Order details, Sales Rep, Assignee, Billing Method, Order History, related Approval information, as well as any Discussions related to the Order. The following image displays an example of a Sales Order with Approval in the Customer Portal. To learn more about using Sales Orders in Striven and the approval process, please visit our Sales Orders Guide.

  • Projects

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    The Projects option displays information for Customer related Projects, including the Project name, who the Project is assigned to, the promise date (if applicable), and the Status Note (also if applicable). The information here can be filtered by Pending, In Progress, Done, Canceled, and On Hold.

    Clicking on one of the Project names will display information related to that Project, including Project Status, Project Notes, Project Manager, Assignee, Related Orders, Tasks that are set as visible in the Portal, and Discussions related to the Project. Below is an example of what a Project may look like in the Customer Portal.

    • Note: Only Projects set as visible in the Portal will be listed for Customers to view in the Customer Portal.
  • Tasks

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    The Tasks option of the Portal displays info for Customer related Tasks, including the Task name, the Requested By, Date created, Last date modified, Due date, the Project the Task is related to, as well as who is assigned to the Task. Can be filtered by Needs Approval, Open, and Done.

    • Note: Only Tasks set as visible in the Portal will be listed for Customers to view in the Customer Portal.

    Task details found when clicking on the Task name may include the Task Name, Status, Type, Budget, Start & Due Dates, Requested By, Location, Attachments, Assignees, a Description of the Task, and Discussions related to the Task (if made visible in the Portal). The image below is an example of a Task viewed in the Customer Portal.

  • Assets

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    The Assets option will display details about the Customer’s Assets, including the Asset Name, Asset Type, Location of Asset, and the Related To. Assets listed here can be filtered by In Service, Out of Service, Retired, and Unsupported.

    From here, you can click on any of the Asset names to view more detailed information about that Asset. Some of the information gained from viewing a particular Asset includes the Asset Name, Type, Location, Status, Date of Purchase, Price at Purchase, Present Value, Expiration Date, and Related To. You may also upload an image of the Asset for visual reference. Additionally, there is a Create Task button on this page to generate a Task related to that particular Asset. Below is an example for reference. For more information about using Assets in Striven, please refer to our Customer Asset Management Guide.

  • Hub

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    The Hub provides access to documents, posts, and links that are saved in the Customer’s Hub and made visible on the Customer Portal. Depending on the Portal permissions set, one can add documents, posts and links to the Customer’s Hub here as well. For more information about using Customer’s Hub in Striven, please review the Customer/Vendor Hub section of our Customer/Vendor Management Guide.

  • Users

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    The Users menu option displays the Users with access to the Customer Portal, including their name, email address, phone number (if provided), Location (if provided), and Portal Role. This page also provides the options to Add Users, Import User, or send the Welcome Email for Users to sign in to the Portal. List can be sorted by Default Sort A-Z, Name, Title, Location, or Role.

  • Reports

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    The Reports menu option offers 2 choices of Reports available on the Customer Portal.

    Monthly Statements

    If selected as one of the Portal Role permissions, your Customers can select a Monthly Statement to view in its printable format. This is accomplished by clicking on the Calendar icon to select the month you’d like to view the statement for, and then clicking View. See below for an example.

    The Monthly Statement will provide the information you have selected in your Statement settings to be shown in this format. Details such as Transactions, Beginning Balance, Ending Balance, Orders, Projects, and a variety of others can be selected in the Statement settings. The section titles are hyperlinked to direct your Customer to that particular area of the Portal for further information.

    For more information about Monthly Statements, please refer to the Monthly Statements Guide.

    Service Metrics

    The Service Metrics Report displays the Customer’s Service Metrics based on your settings configuration for the report. Below is an example of a Service Metrics Report displaying options such as Average Response Time, Average Time to Resolution, Total Tasks by Requested By, Total Tasks by Asset, and Total Tasks by Location in the Customer Portal. This information is useful in visualizing the progress of work being completed for your Customer.

Vendor Portal Options

  • Vendor Portal Menu Options

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    Like the Customer Portal Menu explained above, the Vendor Portal Menu is very similar and also located on the left side of the Portal screen. It too is a useful tool to navigate through the different areas of the Vendor Portal. Many of the options are the same as with the Customer Portal we reviewed above, such as the Dashboard, with the exception of some of the available widgets which will be reviewed in more detail later in this guide. Other similar Portal Menu options include Tasks, Hub, and Users. The difference in the Vendor Portal from the Customer Portal would be the Vendor financial Transactions and Vendor Billing information.

    As with the Customer Portal, the options available for your Vendors to view here depend on which Portal content and permissions you have selected to make visible in your Vendor Portal Roles. Below you will find an example of how a Vendor Dashboard Menu appears on the Portal, followed by an explanation of each menu option in the sections that follow.

  • Vendors

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    Beneath the Vendor menu section, there are 2 options available for viewing: Transactions and Create Bill. Each section is described below.

    Transactions

    • Displays the Vendor’s Open and Past Due transactions, including the Type, Transaction #, Date of the Transaction, Memo (optional; may be left blank), Due Date, Amount, and the amount that is currently Open.

    Create a Bill

    • Allows you to create a Bill from the Vendor Portal. You will be able to select a Purchase Order to Bill from, which will pull over the PO information to the Bill, or you have a variety of available options to create a Bill without a PO. Provided the option is turned on in your Vendor settings, you can choose to create a Bill without a PO. This will allow you to add the Item, Quantity, and enter the price which will generate the total Bill amount. After creating the Bill, the summary page will display the details and status of the Bill and provide the option to Edit or Cancel the Bill.
  • Purchase Orders

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    The Purchase Orders menu option displays information for Vendor related Purchase Orders, including the Order name, Order date, Order Total, Assigned To, Accepted By, and the option to Accept the PO or Create a Bill. This page can be filtered by Pending, Accepted, Partially Fulfilled, Fulfilled, and Declined. To learn more about using POs in Striven, please review our Purchase Orders Guide.

  • Vendor Tasks, Hub, & Users

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    These sections are the same on the Vendor Portal as on the Customer Portal and are described in more detail above in the Customer Portal section of this guide.

  • Customer/Vendor Portal Search

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    There are multiple search filter options available on the Customer/Vendor Portal to find what you are looking for, as shown in the examples below. There is also the option to configure saved searches to display only the desired Portal information you want to view.

  • Customer/Vendor Portal Menu Bar

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    The Customer/Vendor Portal both have the following Portal Menu Bar options:

    1. Profile Icon: Offers the following 2 options:

    • My Profile: Allows you to upload a profile photo to display as your Profile Icon, enter your birthday, set your time zone, and determine if you wish to be used as a reference.
    • Sign Out: Signs you out of the Customer Portal and takes you to the Customer Portal Sign in prompt.

    2. Discussions: Allows you to View, Add, or Archive your Discussions related to the Customer, their Tasks, Projects, Orders, or Opportunities.

    3. Happiness Rating: Provided you have the required Portal Role permissions, you may elect to submit your Happiness Rating related to your overall experience with the Customer Portal through by clicking on the smiley face button on the top right corner of the Portal screen.

    4. Buzz: Allows you to view Buzz posts related to the Customer that are set as visible in the Customer Portal.

    Please Note: To unsubscribe from Buzz Post email notifications, the Contact will need to click on their Profile Icon on the top right corner of the Customer/Vendor Portal page and select My Info.

    From there, the Contact can check the box next to Unsubscribe from Buzz Posts Emails and click Save to opt out. If they wanted to revert back to receiving these notifications, they would just uncheck that box and click Save.

    There is also a link at the bottom of the Buzz Post notification emails that should direct the Contact to the My Info page to unsubscribe from these notification emails.

  • Customer/Vendor Portal Integrated Links

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    Striven provides the ability to add integrated links to the Customer/Vendor Portal. This option will allow your Company to provide links to external websites by embedding their URL into the Customer/Vendor Portal.

    You can configure your Integrated Links by navigating to Company → Settings → Customers/Vendors → Portal → Integrated Links. To add an Integrated Link to the Portal, click the Add button.

    From this page, you will add the link name and the specific URL to the page you want to link to. 

    1. For: These integrated links can be set to display for Customers, Vendors, or both.
    2. Display: There is also an option to determine where you would like the link to display on the Portal, such as the Header Line (Menu Bar), in the Left Side Navigation, or both.

    Adding system-provided merge fields to the end of the URL will assist in personalizing the links to your particular Customer.

    For example, adding Customer/Vendor – Zip as a merge field after the URL for Weather.com will ensure the link includes the Customer/Vendor’s Location based on their Zip Code so when the Customer/Vendor clicks on the link, the page will automatically display the weather for that particular Customer/Vendor’s Location (Provided you have their address, including the Zip Code, saved in your system).

    Available merge fields include Company information, Contact information, Customer/Vendor information, and more.

  • Recap

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    With this guide, we’ve discovered how to configure your Customer/Vendor Portal settings. We have reviewed the options available for both the Customer Portal and Vendor Portal, including the Dashboard and permission settings. This information will be valuable to Users wishing to add the Customer/Vendor Portal features to their Striven system.

FAQs

  • Are there additional fees associated with using the Customer/Vendor Portal with my Striven system?

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    For more information regarding the Customer/Vendor Portal, please visit our Pricing page or contact your Striven Consultant.

Heads up!

 

Striven uses relabeling. Based on industry, your system may use different terminology. Please see our Company Setup guide for more information or reach out to Striven support if you need help.