Hi! Is it possible to create a business event directly in the customer portal?
I have access to the business event screen in the portal, but the screen looks a lot different from what it is in the ERP. I also don’t see the question mark icon at the top that usually takes you to help documentations for the screen.
Can someone explain to me how business event works in the portal and how to create/run one in the portal please? Thank you!
Best answer by jzhu
Hi all! Just sharing the solution for this, we wanted to use business event to trigger email notification for case owners when there is a new comment. Turns out you don’t need to use GIs or business event for this, there is a field on the portal preference where you can store the email template, and the email gets sent through the main site!
+3Hi
Did you ever get any progress on this?
-RJ
Hi all! Just sharing the solution for this, we wanted to use business event to trigger email notification for case owners when there is a new comment. Turns out you don’t need to use GIs or business event for this, there is a field on the portal preference where you can store the email template, and the email gets sent through the main site!
+3Thanks for sharing this
-RJ
Hello! The Modern Customer Portal does not currently support Business Events. We encourage you to submit this as a product suggestion, along with your specific use cases. Your feedback helps us evaluate potential enhancements for future releases—additional votes will help prioritize this request on our roadmap.
Thanks!
Michael
Senior Product Manager - CRM and the Modern Customer Portal.
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