We’re making it even easier to utilize our Customer Portal feature by allowing you to enable or disable Portal Users by simply checking a box. It will automatically use their email address as their login, and send them an email (which you can fully customize) to set up a password for their account.
If you need to bulk-enable Portal Users, we’ve added that functionality as well. You can now select Customers in bulk and enable or disable Portal Users for Customers only, Contacts only, or both at the same time.
To learn more about the Customers module within Syncro, check out our Customers Help Center article.
Not currently using Syncro? Sign up for a free one-on-one product tour here.
Cheers,
The Syncro Team
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