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Version: 7.x

Customer Portal v3

🚀 Customer Portal v3 - modern communication with customers​

Customer Portal v3 is a dedicated, modern tool enabling your company to effectively communicate with its customers, partners, and all external companies. Built with React technology, it offers improved performance and user experience.

📊 Key business benefits​

  • Transparent information flow: Customers have direct access to their data (e.g. orders, tickets, invoices).
  • Reduce the customer service team's workload: Significantly reduce the number of customer questions and calls thanks to self-service.
  • Full integration with the YetiForce system: The portal uses the extended Webservice Premium API, ensuring secure and full data synchronization.
  • Flexible configuration: Ability to define roles, profiles, users and menus, allowing you to perfectly tailor access and interface to your needs.

⚙️ Technology and Compatibility​

  • Frontend: Built in React for fast and smooth performance.
  • Backend: Integrates with YetiForce via Webservice Premium API.
  • Compatibility: Fully compatible with the latest version of the YetiForce system (7.x).

🖼️ Screenshots​

1. Login​

Modern and responsive login screen.

Login

2. Records list​

Clear list views with advanced filters and sorting.

Records list

3. Record preview​

Detailed view of a single record with all related data.

Record preview

Navigation between related records (e.g. Account → Orders).

Related module

5. Edit record​

Edit forms with validation and support for field dependencies.

Edit record

6. Offline mode​

The portal works offline when internet connection is lost.

offline

📞 Looking for more information?​

Contact us to discuss implementing the Customer Portal v3 for your company: 📧 hello@yetiforce.com

Customer Portal v3 is part of the YetiForce ecosystem - an open, free and advanced system that offers more possibilities than a regular CRM.