If the Customer Portal REST endpoint prequalify is to be
used, set up a Remote Application for the Customer Portal. See Setup the Customer Portal.
If, when creating an Account using the Staff Portal, it is desired Service
Availability Determination be done by default, set the Account Profile setting
Check Service Availability to
Yes.
At least one Queue must be created. See Ticketing.
Edit the BillMax ServiceAvailability List and specify the
numeric values for:
VirtualCompany
The Virtual Company to which new Accounts will be added. If not
specified, the Virtual Company of the Remote Application for Service
Availability will be used.
Profile
The Account Profile which will be assigned to new Accounts. If not
specified, the Account Profile of the Remote Application for Service
Availability will be used.
Queue
If no Service Availability Sources are defined, the number of the Queue to which a
new installation Ticket will be assigned.
Issue
If no Service Availability Sources are defined, the number of the Issue of a new
installation Ticket. If not specified, no Issue will be set.
Technology
If no Service Availability Sources are defined, the number from the
List infrastructuretechs for the User
Technology setting.
Edit the file /usr/local/billmax/portal.v2/config/edge.php
and set value for the following:
SA_previewservices
yes
Names and prices of Service Definitions with a both
Sell Online and
Preview Online will be shown
if the customer can get service.
SA_additionaldata
yes
Additional form fields to capture data will be displayed
if the customer can get service. Data that has the
attribute data-note will be captured
as a Ticket Note, User Location Note and Account Note.
To modify what data is captured, edit the blade
/usr/local/billmax/portal.v2/resources/views/BillMax/Portal/TC.blade.php#coverage.
SA_landing
The Customer Portal REST endpoint after a successful registration.
Typically this will be shop.