Published at: 2025-10-31

WeChat Official Account Channel Integration (Creating Work Orders via WeChat Official Account)

ShareCRM Service Connector provides a WeChat Official Account self-service portal, allowing Terminal users to submit service requests directly through the WeChat platform.

Access Path: Service Connector > System Settings > Full Feature Configuration > Terminal User Service Connector > Connect WeChat Official Account
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1. Binding WeChat Official Account

Prerequisites: - Only CRM administrators can bind WeChat Official Accounts to ShareCRM. - WeChat administrator authorization is required during the binding process. - Subscription accounts and unverified service accounts are not supported.

Steps: 1. Navigate to: Service Connector > System Settings > Full Feature Configuration > Terminal User Service Connector > Connect WeChat Official Account
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  1. Click [WeChat Official Account Authorization] to access the authorization page.
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  2. After the WeChat administrator completes authorization, verify the connection details and click [Create] to finalize the binding.
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2. Accessing the Self-Service Portal via WeChat Official Account

  • WeChat Official Accounts primarily use custom menus to access the portal. Configure menu items for submitting Work Orders or accessing the portal.
  • Action: Menu Response > Connect App > Select “Service Connector - Terminal User”
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Menu Descriptions:

Menu Name Description
App Home Self-service portal. Configuration guide: Terminal User Portal
Query Tool Quick information lookup. Feature details: Terminal User Query Tool
Submit Work Order Create a new Work Order.
View Work Orders View Work Order listings.
Device List View device listings.
Service Request Create a new service request. Feature details: Service Request
Knowledge Base Access knowledge base articles. Data setup: Knowledge Base Maintenance

2.1 Terminal User Registration and Login for Menu Access

  1. Note: The system defaults to guest access mode.
  2. To restrict access, configure Terminal User Registration and Login (Binding WeChat Official Account).
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2.2 Quick Menu Access Guide

Menu Configuration Entry 1:
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Menu Configuration Entry 2:
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Feature Examples: 1. App Home: Self-service portal.
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  1. Query Tool: Quick lookup.
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  2. Submit Work Order: Create a new Work Order.
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  3. View Work Orders: Work Order listings.
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  4. Device List: Device listings.
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  5. Service Request: Create a service request.
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  6. Knowledge Base: Access articles.
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Terminal User Account Setup/Registration/Login Guide (User Binding)
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Self-Service Portal Setup Introduction Video