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Self Help Menu in Customer Portal

Patrick Dufresne June 2, 2017

Is there a way I can create a self help menu in the customer portal that allows poeple to navigate thorugh a self help menu before they get promted to create as task. Or have multiple questions leading up to the type of task being created?

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M Amine
Community Leader
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November 29, 2021

I would suggest using a theme like refined.

This app allows you to customise your customer portal and I have used so many times in order to get the user to read the documentation first before asking for help. 

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