Editing CustomerPortal for SME
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== Assign username and password for your customers == | == Assign username and password for your customers == | ||
For your customers to sign into SME Customer Portal, they will need a password and username from you.<br> | For your customers to sign into SME Customer Portal, they will need a password and username from you.<br> | ||
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If you have parent - child customer records, keep in mind a contact added to a parent customer in SME will have access to all sites for that parent customer. A contact added to a site record will have access to only that site in CustomerPortal<br> | If you have parent - child customer records, keep in mind a contact added to a parent customer in SME will have access to all sites for that parent customer. A contact added to a site record will have access to only that site in CustomerPortal<br> | ||
| − | In the image below, customer logged in is a contact in the parent customer record - | + | In the image below, customer logged in is a contact in the parent customer record - Winslow Estates. They have access to the two other customer site records in SME as shown below.<br> |
[[File:CustPortal_Parent.png]]<br> | [[File:CustPortal_Parent.png]]<br> | ||
| − | In the image below, customer logged in is a contact in the site customer record - | + | In the image below, customer logged in is a contact in the site customer record - Parkway Cinemas. They have access to that site only as shown below.<br> |
[[File:CustPortal_Site.png]]<br> | [[File:CustPortal_Site.png]]<br> | ||
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== Job Sites tab == | == Job Sites tab == | ||
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The Open Activities column shows the number of open issues, service orders, install orders and invoices for the site.<br> | The Open Activities column shows the number of open issues, service orders, install orders and invoices for the site.<br> | ||
| − | [[File: | + | [[File:JobSitesTab.png]]<br> |
<br> | <br> | ||
Once a site is selected, you will see the following tabs:<br> | Once a site is selected, you will see the following tabs:<br> | ||
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[[File:CustomerPortalTabs.png]]<br> | [[File:CustomerPortalTabs.png]]<br> | ||
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== Issues tab == | == Issues tab == | ||
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[[File:NewIssues_CustPortal.png]]<br> | [[File:NewIssues_CustPortal.png]]<br> | ||
| − | + | Click on an existing issue to view the details as shown below. Click [[File:PortalBackButton.png]] to go back.<br> | |
[[File:IssueDetails_CustPortal.png]]<br> | [[File:IssueDetails_CustPortal.png]]<br> | ||
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== Service tab and Install tab == | == Service tab and Install tab == | ||
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[[File:RequestServiceFromEQ.png]]<br> | [[File:RequestServiceFromEQ.png]]<br> | ||
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