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Enabling the Chat tab within Customer Portal

Answer ID 2823   |   Last Content Update 09/25/2009
How do I add the Chat tab to my Customer Portal enduser pages?

Due to the highly customizable nature of Customer Portal pagesets, many configuration verbs such as ENDUSER_TAB_ENABLED, no longer have an effect on the enduser pages.  To add the chat tab, the tab reference must be added to the template code within the Customer Portal files.  A set of steps are listed below which will help walk through the process of adding the chat tab to the template files.

NOTE:  To access the Customer Portal files, a WebDav connection must be first established.  Please refer to  Answer ID 2600: Configuring WebDAV connection to access the Customer Portal Studio .

Steps to Add Chat Tab

  1. While in WebDav, navigate to the following directory:  euf/development/views/templates
  2. Copy the rn_standard.php and rn_standard_account.php files to the workstation desktop.
  3. Open rn_standard.php in a text editor and add the following code in the desired order of tabs:

    Code:  <li> <rn:widget path="standard/navigation/NavigationTab" label="#rn:msg:LIVE_HELP_HDG#" link="/app/utils/chat" pages="/app/utils/chat" css_class="selected" /> </li>

    Customer Portal code
    Click to enlarge

  4. After the modification is complete save the file and replace the file on the WebDav server with the newly modified file.
  5. Repeat steps 3 and 4 with the rn_standard_account.php file.
  6. After both template files have been modified and uploaded they must be tested within Customer Portal Development mode.
  7. Once the new functionality has been tested and confirmed to work properly, the new page set must be pushed to production so all end-users will be able to take advantage of the new functionality.  This process can be completed using the Customer Portal Deployment Utility located within the RightNow application's Common Configuration Tab.