Within this article you will find all the Frequently Asked Questions related to your Customer Portal needs:
Can my client approve a proposal/estimate electronically without using the Customer Portal?
Yes they can! For this feature to take action, you need to have a few settings in place and some checkboxes unticked!
In Settings > Portal & Payment Setup, ensure that the “Always require customers to create a Customer Portal account…” is UNCHECKED. Remember to Save Changes!
Next, select the estimate you wanted to have your client electronically approve and click Publish/Email Proposal
Lastly, ensure that the “Require the client to create a Customer Portal account” option is UNCHECKED. Now you can click Send and you’re done!
If these steps are followed accurately, the client will receive an email link to where they can View, Approve, Reject, or Request Changes to the proposal. They can even add comments as well!
You will also receive an email once they have approved, rejected, requested changes or even made a comment in the link. This is a great way to stay in close contact with the client!
How to Add Customer Portal Link to Company Website
The Customer Portal was designed to allow your clients to make Payments Online, review, approve Estimates, submit Work Requests, and communicate in real-time with you. Make these features easily accessible by embedding the Customer Portal link to your website.
Here are the steps you can take to get your customer portal link embedded onto your homepage.
To add Customer Portal to your Website:
Log into LMN Estimate to access your Company's unique Portal Link can be found within LMN Settings > Portal & Payments
Copy the link from within the Portal Setup page and email it to your Web developer to add in as tab within your website
Log into your website's site manager and click Add Page from the menu header
Select Custom Link and then Add
A Link Settings page will open up
Link title: Customer Portal
Link Target: If you would like to add into existing tabs i.e "Home" you can select one, if you want this to be a stand alone navigation on your website leave this empty
External URL: Paste your unique customer portal link i.e LMNportallink.com
Description, you can leave this empty unless you are adding it to another page. If you are adding to another page, then you can simply write "Welcome to our Customer Portal! The Portal was designed to allow our customers to make Payments Online, review, approve Estimates, submit Work Requests, and communicate in real-time with us."
Click Add
A sitemap will open up, to show you where it will be located in your company navigation panel. If you would like to change it be showcased as the first thing or last thing, simply click on "customer portal" within sitemap and drag it where you would like to locate it
If no changes are needed close sitemap and click publish from the menu at the top
If you have a web developer:
Send them the customer portal link and ask them to add it in as a stand-alone section on your website.
Forgot Customer Portal Password
To reset your Customer Portal password, follow the steps outlined below:
Go to https://portal.golmn.com/ and click "FORGOT PASSWORD"
Once selected, enter your email associated with your Customer Portal account and click "SEND RESET INSTRUCTIONS" **Check Spam folder if you do not receive an email to reset password**
An email will be sent along with the link to Reset your Password for the Customer Portal
Enter your new password and click SEND
Once complete, click LOGIN and you will be directed to the main page
Enter your email/username & password
Click "SIGN IN" to log into the portal
How to Mark Emails as Safe Senders
It is important that your customers receive the emails sent through LMN and they are not directed to junk or spam folders. Here are some easy steps for different email accounts to mark portal@golmn.com as a safe account, reducing the chance these emails will go to spam folders.
For all email account types i.e Outlook, GMAIL, Yahoo, or other email accounts. Add the email address (portal@golmn.com) to your Contacts.
Outlook - Email has not been sent for Customer Portal
Select Settings - All Settings
Select Junk EMAIL & ADD under "SAFE SENDERS AND DOMAINS"
Type in the email address portal@golmn.com you wish to add to your safe sender list - enter key & SAVE
Outlook - Unmark as Spam
Open the email.
When the email is open at the top mark off Not Junk
That email will now be moved to your main inbox.
GMAIL - Email has not been sent for Customer Portal
Click the cog icon in the top-right corner, and then Settings
Click on Filters and then Create a new filter
Enter the email address portal@golmn.com
Click Create filter with this search
In the popup box "When a message..." selectNever send it to spam & Create filter
GMAIL - Unmark as Spam
In Gmail, navigate to the spam folder.
Search for emails containing the domain you wish to whitelist (portal@golmn.com).
Select all the emails shown.
Click More and then Not spam.
YAHOO - Unmark as Spam
Go to Yahoo Mail on your computer’s web browser
Select the Spam folder
If you don’t see the Spam folder, select More below the “Sent” folder.Select the email and select Not Spam at the top of the page
The email will returnto your Inbox.
Need more help? Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864
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