Post on 24-May-2015
description
Let’s take a tourvisit www.mioworks.com to
create your own account
Start by filling outthe short form to create your ownMioWorks.com site. Remember
your URL
Log into yoursite with the
User ID & Password you
selected
http://[thenameyouselected].mioworks.com
Finish your setupby adding your
company addressand click continue
The workbenchis blank because we have nothing to do.Start by clicking on
“Contacts”
The only contactis for you. Timeto add another
one - click “Add new contact”
Fill out the form tocreate a contact.Use an email youhave access toso we can tour
the customer portal
You now seeyour new contact
in the list.Go ahead and
click on it
This is the contactdetail record
Here is where weactivate the
customer portal
You can adda note to save
with this contact
You can alsoadd keywordsto this contact
Here we add anew task associated
to this contact
We can add issuesto track against thiscontact. They can
also be sharedwith the contact
Save files right tothe contact record.You can share with
the contact andeven ask for
approval
Workbench nowshows the open
tasks, issues andfiles. Filter by
clicking on any of the buttons
Click on the issueto view the details
and provide a response. If shared,
the contact willreceive a notification
MioWorks.comimplementeda really sweet
universal searchsystem - just enter a term
Results includecontact records,
notes, tasks, issuesand even file descriptions.
Perform an actionright from here
Find your contactand add a noteall on the same
page
Activate the portal to
automaticallynotify the contactof the URL, user id
and password
The emailis from your
company & includesthe URL, user name
and password
Let’s login as the contact
This is thecustomer portal.
The contactcan see the issueand the response.
The contactcan easily
ask another question or make
a request
Click documentsand the contactcan download,
view and approvethe files
Contacts caneven upload
files that you need from them
The contact canview their profile
information &will be able to
update it
Back in the MioWorks.comapplication you
have controlover the portal
You even havecontrol over the
text of the emails that are
sent to yourcontacts
Visit www.mioworks.com to create your own account
MioWorks.com connects you with your customers