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How do I send notifications in the Customer Portal?
This article will outline how to send notifications within the Customer Portal.
All customers with Portal access will be able to complete this action.
To locate your Orders:
- On the left side of the screen, navigate to the Orders Module
To send a notification:
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- Ensure you are on the Orders list
- From the Orders list, click on the Order of which you wish to notify
- The Order details will open up in a new page
- On the left side of the screen, there is an Activity section
This will record updates that have been made to the Order, and also acts as a chat - To send a notification, click the text box under "REPLY"
- Type a message in the text box with your notification
- Hit enter on your keyboard to send the message
- Ensure you are on the Orders list
If you're looking for a more visual explanation on this, check out the video below!