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How do I setup a customer portal?
Set Up Customer Portal Navigate to the Settings page of the application. Select the Customer Portal tab. The Customer Portal page appears. See More….
Why having a customer portal is important?
Increasingly, businesses are discovering that client portals provide opportunities for customers to receive personalized self-service information when it’s convenient for them. Client portals have the potential to be a very important connection point between you and your customers.
What are the benefits of the customer portal?
Connecting employees. Employees should be working as one driving force to ensure that all goals are being completed as quickly as possible.
What is customer assistance portal?
A well-designed help desk portal is a customer’s home for information on their support requests. Customers can search through previous interactions or tickets they’re CC’d on to find answers to questions that they’ve already asked, saving them time—and saving your team from repetitive queries.
What are the benefits of using the customer portal?
With the right tools you can increase customer interaction and engagement via the web. The benefits of customer portals are numerous: • Decreased operating costs: For example, the cost of telephone service support is reduced as a customer portal provides an online platform for inquiries.
What an user can do in the customer portal?
Users with the customer administrator role can create and update customer contacts; assign roles to contacts; and create, enable, or disable contact logins from the customer portal. Users with the customer administrator role can approve or reject registration requests that customers submit from the Customer Service Portal.
What is customer self service portal?
A self-service portal features links to the supplier’s ERP software system. A self-service portal means that customers have complete 24-7, global and secure access to the business functions they require, making doing business substantially easier and more efficient.