This is an old revision of the document!
Table of Contents
Customer Portal
The Call2Field Customer Portal has been designed to allow your Customers to view and download their Job information, as well as add new Calls if necessary.
The Login screen can be customised to contain your company logo.
Dashboard
The Dashboard consists of the six different pages within the portal. Each one is designed to perform a different task.
Calls
Adding Calls
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.
Existing Calls
The Existing Calls screen is used to show a list of all currently ongoing Calls for that Customer. They can use the search bar at the top of this list to filter it down, either by typing in a Site Name, Serial Number, Call Type/Status etc. or they can leave it blank for a list of all Calls.
Completed Calls
Completed Calls will allow your Customer to view all of the Calls which have been completed for their various Sites/Equipment records. This list can be filtered either by Site, Equipment, Date range, or show all records.
Documents The Documents page will list any attachments on the Customer Portal for that particular Customer. These can then be viewed/downloaded by the Customer as and when they need them.
