Q: Why don’t I see a Save or Submit button when completing an Instant VOB in the Customer Portal?
A:
This usually occurs when the VOB settings for the Customer Portal are not properly configured or did not save correctly. The button displayed in the portal depends entirely on which VOB option is selected in CRM settings.
Q: Where do I check or fix the Instant VOB button settings?
A:
You can troubleshoot this directly from the CRM by following these steps:
Go to Settings in the left sidebar
Select CRM Settings
Click Configuration
Open Customer Portal
Scroll down to VOB Settings for Customer Portal
From here, you will see the available VOB button options.
Q: What are the available VOB button options?
A:
There are three supported options for Instant VOBs in the Customer Portal:
Save & iVerify
Request Call-In VOB Only
iVerify & Request Call-In VOB
The button shown in the portal depends on which option is selected.
Q: What should I do if the button still doesn’t appear?
A:
To troubleshoot, it’s recommended to:
Select each VOB option one at a time
Click Save Layout after each selection
Refresh the Customer Portal page after saving
This helps ensure the configuration properly pushes to the portal, as the page can sometimes fail to update correctly.
Q: How do I confirm the correct option is active?
A:
Once the desired option is selected and saved:
Refresh the Customer Portal
Confirm the corresponding green action button (such as iVerify or Request Call-In VOB) appears
If the button displays successfully, the configuration is working as expected
Pro Tips / Extra Help
If none of the three options display a button after saving and refreshing, we recommend contacting Support so the team can review why the configuration is not pushing correctly to the Customer Portal.
Related Resources
CRM Settings → Configuration
Customer Portal Setup
Instant VOB Configuration Guide