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Setup

Find existing portals for contacts or staff

Because portals in NetFirm CS can be created from other CS Professional Suite applications, you may want to search for an existing portal associated with a contact before creating a new portal. Use the
Find Portal
 window to perform this search.
To open the
Find Portal
 window, do 1 of the following:
  • Use the
    Find
     button next to the
    Portal
     field on the
    Contact Info
     tab of the
    Clients
    ,
    Staff
    , or
    Offices
     setup screen.
    note
    You can find portals for clients, staff, offices, or standalone contacts on the appropriate setup screen or on the
    Contacts
     tab of the
    Manage Clients
     screen.
  • Select the
    Send
     button on the
    Send Files
     window for a transfer to a contact with no associated portal, then select
    Help me find and use an existing portal
    .
  • Select the
    Send
     button on the
    Request Files
     window for a request to be sent to a contact with no associated portal, then select
    Help me find and use an existing portal
    .
On the
Find Portal
 window, you can search and use filters to narrow the list of portals, and you can select column headers to sort the list. Mark the
Show Expired Portals
 checkbox to include inactive portals in the list.
note
The list of results may be limited due to excessive length. Select
Get More Items
 to display more results.
If you find a portal that matches the contact, use the
Select
 button to associate the portal with the contact in Practice CS. If you don't find a portal that matches the contact, select the
Actions
 button and select
Add Portal
 from the dropdown list to add a new portal.

This article applies to:

  • Product: Practice CS
  • Subject: Setup