Post Global KB Folders/Articles to All Customer Portals
in progress
S
Silky Kite
Instead of choosing to post specific folder/articles for each customer portal, allow the ability to globally post a specific folder/article to all customer portals. For example, a generic KB like "How to Reset Your Password" should be made available to all of customers. Allowing a checkbox that states "Post to All Customer Portals" would ensure this KB article is available to all customers. In addition, when we onboard a new customer and they are newly created in Hudu, our technicians won't have to remember to post that article (or folder) to the customer's portal. Once the customer portal is activated, the article/folder would automatically show up. (Attaching screenshots for example)
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Kristen W.
updated the status to
in progress
P
Persian blue Barnacle
Id like to be able in the admin section have Folders and Templates to post to every client in their KB.
such as boiler plate Policies and Procedures
Compliance Folder
etc..
instead of having to make them for each client
P
Prairie sand Anglerfish
Maybe we can take this one step further and have the ability to not only show in all customer portals, but have the ability to check the box for specific customer portals and display it in just those.
Additionally, being able to see a list/report of all of the KBs shared in a space (or all customer portals) would be nice too.