Can Customers Login to BC CRM DB

[u692613]

I am trying to figure out if customers that purchase a product or membership through a BC site can login to the CRM to view their records.  Are there any features or 3rd party apps that allow customers to view or edit their own CRM record?

[Lynda-S]

You can with Secure Zones.

Read this doc: Managing Customer Information with Secure Zones

[Liam Dilley · Accepted solution]

Not the CRM Lynda of course.

You can make a securezone Tim to have access to pages you create that are secure and for people to see their cases, information etc but not to access the admin / bits of the admin.

[u692613]

Thank you Liam.  Are there any links or how-to's that I can follow?I am familiar with Secure Zones, but not how to create a page for customers to see their cases/orders.

Thanks.

[Gaurav.Sharma]

Hi Tim,

Take a look to this,

Managing Customer Information with Secure Zones