Service Provider - WeChat Official Account Channel

1. Binding WeChat Official Account

Before Binding:
- Only CRM administrators can bind a WeChat Official Account to ShareCRM.
- The WeChat administrator must authorize the binding process.
- Subscription accounts and unverified service accounts are not supported.

Steps:
1. Navigate to: Admin > Interconnection Management > WeChat Official Account, then click Connect WeChat Official Account.
2. On the WeChat Official Account integration page, click [WeChat Official Account Authorization] to proceed to the authorization page.
3. After the account administrator completes authorization, verify the integration details and click [Create] in the upper-right corner to finalize the binding.

picture coming soon:
picture coming soon:
picture coming soon:
picture coming soon:
picture coming soon:

2. Service Provider Access to Portal via WeChat Official Account

Service providers primarily access the portal through custom menus in the WeChat Official Account.

Note: If Terminal users (Account) also need to submit Work Orders via WeChat, use a separate WeChat Official Account. Avoid sharing the same account between Service Providers and Terminal users.

Steps:
1. Menu Response > Link to App, then select “Service Provider Portal”.
2. Service Provider Portal > Homepage: Configured as the Service Provider app homepage (refer to configuration guide).
3. Service Provider Portal > Work Orders: Full list of Work Orders.
4. Account Binding: Enterprise Account (Service Provider enters a phone number for auto-matching or registers manually).

picture coming soon: