New setup fields and logic have been added to System Options and Account Class Setup to support automatically sending portal invitations to new contacts and allowing customers to self-register using a recent invoice.
Self Register Setup
System Settings: System Options [Customer Portal]
A new "Enable Request Login Button" option has been added to the Customer Portal section in System Options Setup. This setting controls whether the "Request Login" link is displayed on the Customer Portal sign-in page.
System Settings: Account Class [Customer Portal]
A new field, "Allow Invoice-Verified Self Registration," has been added to Account Class Setup. When enabled, it allows customers to request a portal login invitation using a recent invoice that includes an invoice number and either a quick pay code or an account number.
Auto Send Portal Invites
System Settings: Account Class [Customer Portal]
A new field, "Auto Send Portal Invitation on Contact Creation," has been added to Account Class Setup. When enabled, it automatically sends a portal invitation to contacts upon creation, provided a valid email address is entered.
Logic Updates to Add Account and Add Contact
The following logic has been implemented to support automatically sending a portal invitation to contacts on both new and existing accounts: