Facilitate Communications Using Portal Workflow
Portals enable more direct communication with your suppliers and customers.
This module enables external customers to submit problems using a web form on your website or intranet. Internal employees working on the resolution are able to post “Action” items to customer, providing ongoing updates. To do this they simply create an action from within the case record and record it as a "Public" action type.
After a customer submits a problem over the web they are provided with an automatic acknowledgement that will contain the case number and a unique password that will enable them to login and access the status updates posted by your employees.
Additionally, in a Business-to-Business environment it is possible to set-up key clients as users within the software. This “Customer” access level will ensure the customer is able to view all outstanding items from one report, and will have access to a historical record of their cases.
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