Customer Portal
The new info@hand customer portal provides your customers with a view into your business system and provides them with the ability to interact directly with relevant data within the system. Whether it’s updating their details, viewing financial history or paying invoices, your customers will appreciate the transparency that you can provide using the new customer portal. The portal has been designed from the ground up for usability and style. It provides a direct link into info@hand and runs completely off the info@hand database (no separate portal database), while applying the appropriate levels of security to customer data.
The customer portal allows your customers to:
- Instantly view key information via the dashboard
- Update their contact details
- Submit cases, bugs and request new quotes from any page using the quick add functionality
- View full financial history, including invoices and payments
- View current quotes and orders, and approve quotes
- Pay outstanding invoices using the online credit card processing
- Download files directly from the portal (access is controlled via info@hand Documents module)
- View a full history of cases and bugs, including attachments and notes attached by support team (subject to portal flag in note)
- Self-register for customer portal, subject to admin approval process
In addition, the system has the following key advantages:
- Direct integration with the info@hand core system means simpler management of user’s information
- User management can be done directly from the info@hand user management screen
- Files can be shared with customers directly from within the document system in info@hand
- Uses the new JSON info@hand API, a much faster, lighter API than the previous API
- info@hand users only need to use a single system to interact with users
- Integrates seamlessly with the latest version of info@hand
- Provides an out-of-the-box customer portal - no additional design or coding needed
- Provides a web-based installation wizard - system can be up and running in minutes
The following gallery shows some of the core functionality of the customer portal.
