Finding existing portals for contacts or staff

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Because portals in NetFirm CS can be created from other CS Professional Suite applications, you may want to search for an existing portal associated with a contact before creating a new portal. Use the Find Portal dialog to perform this search.

To open the Find Portal dialog, do one of the following:

On the Find Portal dialog, you can search and use filters to narrow the list of portals, and you can click column headers to sort the list. Mark the Show Expired Portals checkbox to include inactive portals in the list.

Note: The list of results may be limited due to excessive length. Click the Get More Items button to see more results.

If you find a portal that matches the contact, click the Select button to associate the portal with the contact in Practice CS. If you do not find a portal that matches the contact, click the Actions button and choose Add Portal from the drop-down list to add a new portal. See the following topics for more information on adding portals:

Related topic: File transfers overview

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