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customer_portal [2023/06/20 12:00] – [Add Call] timcustomer_portal [2023/06/20 12:07] (current) – external edit 127.0.0.1
Line 11: Line 11:
 ==== 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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 {{ :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.1687262401.txt.gz · Last modified: (external edit)

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