How To Enable Client's Panel
Last updated
Last updated
The CRM tool provides an outstanding feature that lets you activate a dedicated customer portal. This portal empowers your customers by giving them access to important information shared with them (e.g. notes, files, or their personal data) and allowing them to submit tickets to the system independently. To take advantage of this invaluable feature, you must first enable the client's panel, unlocking a seamless communication channel that enhances customer engagement and support.
Update Client's Email Address First Ensure that the customer’s email address is correctly entered in their details. Once the email is provided, the customer will receive an email granting access to their portal.
Once the customer's email address has been updated, click on the icon labeled Enable Client Panel, which is located in the main navigation of the client's card and confirm your intention to turn on the client panel.
In the next step, you will see a link to the client portal invitation, which you can share with your customer. The customer will also receive a corresponding email with the invitation.
Select the modules you want to grant access to your customer and click Save to finalize the setup and provide your customer with access to the portal.
Your client will receive a notification informing them that access to the client portal has been granted. After they log in, they will see the portal view along with the information you have chosen to share with them. This allows them to view their relevant data and manage their tickets, ensuring a smooth self-service experience.
From the client portal, your client can for example independently submit a support request by clicking the Create New Ticket button (available when you select the Ticket module to show up).
Your clients will then be prompted to provide the details of their request, including selecting the department the ticket should be assigned to and choosing a topic that closely matches the nature of their issue.
Once the client clicks Submit, the new ticket will appear both in their client portal and in the CRM system, making it visible and accessible to your team for further action and resolution.
Ticketing Center
If you want to learn how to use a CRM list effectively for ticketing, feel free to check out our guide.
