Customer Connector - Customers User Interface

This video focuses on the customer's use of Customer Connector.

Video Text

00:03 In this video, we're going to review customer connector, your customer's user interface. So you've invited a customer to customer connector. This is what they're going to be seeing, so you have a sensation of what they're going through and they do this. So I've got this already staged up already. They'll receive this email, does come from a dev site, was email to one of my email accounts. So I need to create, you know, there's some messaging they get, um, if they want to create an account, they just come in and create an account and they can just click create account. They're managing their user name and password. So I'm gonna use my Blue Blu Ninja. They set up their password, they confirm their password and then, uh, you know, security question and this is for if they needed to reset their password and then as long as this email address is not, repeat it, they can create an account and then they hit continue.

01:05 Now, what I would recommend that you tell your users at this point, your customers users, is they save this web address to a desktop shortcut or bookmarks or something. So that they can get logged in again and I put in my username, my password and this is a preference. Remember me, next time they can log in and I don't want to be remembered for obvious reasons, but anyways, this would be the log in page here. So then you have the home page as we call it. You have your customer specific news, which you know, I just have testaments. This is customer level portal news. And then you also have system wide Portaloos that you can have here. And you have as many as you want here. It's totally up to you to navigate the customer connector. They go to the menu tab here. Now there's a homepage.

01:56 What we're on, there's a portlets now, these are the portlets that we've, you've made them available to them. So I want to go in under orders for this customer. All these pages open up as a new page. Um, they don't open multiple pages, like he'd be a costume. So this would be an order filter page, um, that they would see we're open orders for this or all orders for this customer status bar here. Simple status, back button there, oops. And um, you know, the order number, the date, end date, promised a part number, quantity, appeals process and whatnot. If they want to look at the order they can just drill into right on the work order number. And this is information we're displaying rights controls. So this is the general page in this. In this case, they can even add media if you allow them to.

02:48 Um, so there's general page containers parts. If there's a non-conformance and you're showing them, they'll show your processing. You decide what level of processing to show here? No, this is just showing the operation steps because that's what I wanted to show you. Decide how much you want to open this store. The quality. If there's any readings in, they will show here. I don't have any values entered under that one. So they don't show shipments. If there's a shipment it will show here. And along with certifications, if you will allow them. So then they could come in here. I need a cert for this job so I could go back and get the cert. So let's go back here. Let's go back to a general page. So then we're, you know, we filtered to that order. So let's get back into our portlets orders. There's also a filtering feature available here. Let's say they want to filter on something else. When I get my boss over the item, I want to filter on po number, so I click the filter, the filter

03:53 and it's, it's remembering filtering by Po. So because that's where I clicked it from sort it contains that. And then there's the done button here and there's a exit button here. Obviously click the done and it's going to filter by that Po. And of course it's, you know, in this case it's filtering new oldest, the oldest to newest. And there's, you know, 234 items here. So that's part of what they've seen here on the report. You allow access to these things back under the menu. There's a pickup request function, so you can set this up under the portal and this also has to be set up in your notifications. You'll pick up request a phone number of the parts containers, any special instructions if they OK it. And we'll send an email email off to your users internally, depending on how you have the notifications set up. So then there's a feedback and then this allows you under notifications to set up additional feedback accounts. Who gets these? So you set up on my name, you know, I want to send one to the invoicing, you know, picks up their usernames subject and your message, and then when your kid and sends it off I mail email however your delivery method is, um, through the notification system, right? So then the information, just basic information about your company, your company information here, those apps, Vr assessed site, our company information on it.

05:28 And the last thing is the about just a general statement about like tests company version of it is and whatnot, and to protect herself, but blue strong consulting here, this software company. So that concludes your customer interface with customer connector so they can navigate this however they feel. So that'll conclude is fitting. Thank you.