Customer portal

This is an example of a customer view logged in on your company website. In this example he/she can see the quotations, the order information, the invoices, files and appointments.

Customer page

The Customer will login in the public website showing:

Customer History

The Customer has access to all the information an employee or CRM Owner allows the customer to access, like Quotations, Orders, Invoices. This could also include files, appointments etc.

Sharing

In this CRM there is an option to share or not to share information with your customers. On the top level there is a Global, overall on/off function for Sharing managed by a CRM Owner. When turned "On" (shown as a green 'eye') per item an employee can choose to share items, like invoices, files etc...

The JBA Application Notes is for internal use only and therefore notes will not be shared with customers.

Below two documents, one shared as shown in the image at the bottom.

files crm

 The customer view.

customer shared files 


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