.. _introduction:

============
Introduction
============

.. _what-does-it-do:

What does it do?
================

YetiForce Customer Portal provides a customer portal for YetiForce CRM
(`YetiForce CRM <https://github.com/YetiForceCompany/YetiForceCRM>`_)

General features
================

* The customer portal provides features to interact with the customer. Its purpose is not to manage the CRM.
* The customer portal user can access specific CRM accounts and their related records.
* An admin portal user can access to all CRM accounts and their related records
* It shows records related (1:M) to the CRM account.
* The showed account related records may be limited to only records assigned to the user.
* A single `YetiForce Customer Portal` (TYPO3 instance) can manage multiple YetiForce CRM instances.

.. _screenshots:

Screenshots
===========

.. figure:: ../_images/screenshot_001.png
   :scale: 50 %
   :alt: TYPO3 side - YetiForce CRM login

.. figure:: ../_images/screenshot_002.png
   :scale: 50 %
   :alt: TYPO3 side - Record list view

.. figure:: ../_images/screenshot_003.png
   :scale: 50 %
   :alt: TYPO3 side - Record list view on smartphone

.. figure:: ../_images/screenshot_004.png
   :scale: 50 %
   :alt: TYPO3 side - Record detail view

.. figure:: ../_images/screenshot_005.png
   :scale: 50 %
   :alt: YetiForce CRM side - Webservice application list view

.. figure:: ../_images/screenshot_006.png
   :scale: 50 %
   :alt: YetiForce CRM side - Webservice application edit view

.. figure:: ../_images/screenshot_007.png
   :scale: 50 %
   :alt: YetiForce CRM side - Webservice user list view

.. figure:: ../_images/screenshot_008.png
   :scale: 50 %
   :alt: YetiForce CRM side - Webservice user edit view

| 

.. note::
   Current version provides only record list view and record detail view.