Portal on My Docs

Onboarding Categories

Tue, 13 Oct 2020 15:21:01 +0200

Concept

Onboarding Categories supports CRM by keeping customer, portal, relationship, transaction, or sales information available in the route used by the ERP. Use the page to capture structured records, review status, and support customer-facing workflows.

Web Accounts

Tue, 13 Oct 2020 15:21:01 +0200

Concepts & Definitions

The Customer Web portal feature gives customers self-service access to their account information through a web interface. Web profiles control which customers have portal access, manage their login credentials, and determine which data they can see. Approving or activating a customer’s web profile grants them access; locking it suspends it without deleting the account.

Web Users

Tue, 13 Oct 2020 15:21:01 +0200

Concept

Web Users supports CRM by keeping customer, portal, relationship, transaction, or sales information available in the route used by the ERP. Use the page to capture structured records, review status, and support customer-facing workflows.

Reviewed Faq

Tue, 13 Oct 2020 15:21:01 +0200

Concepts & Definitions

Reviewed FAQs are question-and-answer entries that have been published to the customer web portal after review by a staff member. FAQs originate as customer questions submitted through the portal (see Customer Questions) or are created internally. Reviewing and publishing an FAQ makes it visible to all portal users, reducing repetitive enquiries by enabling customers to self-serve.

Customer Questions

Tue, 13 Oct 2020 15:21:01 +0200

Concepts & Definitions

Customer Questions captures enquiries submitted by customers through the self-service web portal. Each question is logged with the customer’s email address, channel, and the question text. Staff review these questions and can respond directly, publish the question as a Reviewed FAQ (making the answer available to all portal users), or escalate the question into a formal customer case for tracked resolution.