Step-by-step guides to help you get the most out of eg2.
Learn how to set up your first customer portal in under 10 minutes — no code required.
Choose the right display format for each section of your portal.
Display product images in your portal by linking a Google Drive folder to your catalog tab.
Understand how eg2 uses contacts to filter data and authenticate customers.
Add human-readable display names for your contacts using a special EG2_CONF worksheet.
Link a second tab's rows into a parent tab so customers can explore related data without leaving the card.
Show the same data to all logged-in customers, regardless of their contact.
Learn how eg2 keeps your portal data up to date, and what to do when sync fails.
Learn the different ways to send portal access to your customers.