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customer_portal [2021/08/23 11:57] – [Calls] darrylcustomer_portal [2023/06/20 12:07] (current) – external edit 127.0.0.1
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 ==== Dashboard ==== ==== Dashboard ====
  
-The Dashboard consists of the six different pages within the portal. Each one is designed to perform a different task.+The Dashboard consists of the seven different pages within the portal. Each one is designed to perform a different task.
  
 {{ :portal_dashboard.png?600 |}} {{ :portal_dashboard.png?600 |}}
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 Add Call allows your Customers to add a Call into your Call2Field system from their Portal login. They can search for and select the Site and Equipment that the Call is for, fill in the Call Type, Problem Notes etc and then submit it to your database. Add Call allows your Customers to add a Call into your Call2Field system from their Portal login. They can search for and select the Site and Equipment that the Call is for, fill in the Call Type, Problem Notes etc and then submit it to your database.
  
-{{ :portal_call_add.png?600 |}}+{{ :portal_add_call.png?600 |}}
 ---- ----
  
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 {{ :portal_invoices.png?600 |}} {{ :portal_invoices.png?600 |}}
  
 +----
  
 +==== Quotes ====
 +
 +The Quotes page will show a list of all Quotes for that Customer, which can be downloaded. As with other pages on the Portal, there is a search bar which can be used to filter the search, for example by Site Name, Call Number, Quote Number etc.
 +
 +{{ ::portal_quote_list.png?nolink&600 |}}
 +
 +----
customer_portal.1629719837.txt.gz · Last modified: (external edit)

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