The SeeClickFix 311 CRM Portal is a feature offered to all partners and provides a way for residents to quickly report issues directly from any website where the Portal is embedded. This article will show you how to customize settings.
Features
To give you an idea of what the reporting Portal can accomplish for your brand and your residents' reports, take a look at the list of features for the Portal below:
Works great on mobile and desktop devices
Custom colors and branding
Link directly to your organization's marketplace iOS and Android apps
Option to start with a list of request categories
Option to link directly to a request category
Option to link directly to a map to begin a new report
Option to display a list of requests to be browsed
Pulls location from photo metadata
Enable or disable guest reporting
Enable or disable the "post to neighbors" category
ArcGIS base maps and geocoding
Disables reporting outside of the jurisdiction
Features Notices on the explore map view
Instructions
Select your Profile Icon and click Manage Organization
Navigate to the Settings tab under Web Portal
Edit your Portal Settings
Embed and Share: Learn how to embed and share your Portal.
Brand Settings
Organization header image: Upload an image that will appear in the top left-hand corner of all Portals you embed or link to.
Note:
The suggested file size is 300 by 100 pixels.
Navigation: Select colors for the top toolbar and text.
New Request: Choose colors for the button and text.
Note:
Ensure that the colors you select provide enough contrast for your text color to be readable. The preview on the right-hand side will update as you modify settings.
Request Settings
Include the "Post to Neighbors" category: Allow reporters to select Post to Neighbors. This is typically not a monitored category.
Allow reporting to all SeeClickFix 311 CRM organizations: Allow for reports to send to all SeeClickFix 311 CRM organizations.
Note:
This setting impacts the 'Starting Page' drop-down on the Embed and Share screen.
If the setting is disabled, the Starting Page dropdown provides options for four items: start with the entire list of Request Categories, with one specific category, a specific starting location, or with a list of existing requests to browse.
If the setting is enabled, the Starting Page dropdown is limited to only 2 options: "Explore requests on the map" and "Report starting from a location."
Guest submissions can be enabled or disabled with Request Category settings.
Click Save
