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 theFindbutton next to thePortalfield on theContact Infotab of theClients,Staff, orOfficessetup screen.noteYou can find portals for clients, staff, offices, or standalone contacts on the appropriate setup screen or on theContactstab of theManage Clientsscreen.
- Select theSendbutton on theSend Fileswindow for a transfer to a contact with no associated portal, then selectHelp me find and use an existing portal.
- Select theSendbutton on theRequest Fileswindow for a request to be sent to a contact with no associated portal, then selectHelp 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.
