Using Setup: Customer Portal

1. Public access: Allows access of OfficeClip information to anybody by providing them with a web page url. No password is required to view this information.
   
2. Secured Access: Allows the OfficeClip organization administrators to set a login id and password for the user that accesses the extranet. This allows secured access to a limited part of the OfficeClip information.

Customer Portal Applications

Issue Tracker: Help Desk - Issue Tracker features are offered as two basic types: Public and Secure. The Public Feature: allows the general public to create new issues for a particular binder, and when the tracking ticket option is selected by the administrator, view the current status of the issue by clicking on link that is emailed to them. This is useful for allowing the public to suggest ideas, comment on company offerings, and to comment on any area of interest. The Secure Feature: allows the logged in user to view all current issues for a binder, create new issues, add notes to the issue, or change the status of the issue. Issue Tracker: Knowledge Base - A knowledge base can be automatically created from an OfficeClip Issue Tracker binder. The knowledge base created has capability for full text search, automatic creation of topic and subtopic, and has a feature so that the knowledge base article can be emailed to somebody. Calendar - The group caledar can be exposed to the customers, partners or general users. Also, Customer Portal users can request an appointment that can be automatically emailed to the administrators. Expense Reports - OfficeClip reports can be shared with the customers in a secured manner. Documents - Selected documents can be exposed via Customer Portal.

Customer Portal Features

Feature Public Customer Portal Secured Customer Portal Security Accessible to any user who has access to the Customer Portal web page. Accessible only using login id and password. Document Management Ability to Share Documents to Public users Ability to Share Documents to Secured users Expense Reports   Available to Secured Customer Portal users Timesheet Reports   Available to Secured Customer Portal users Track Issues Public Customer Portal users can enter issues, and track their status using a tracking number that can be sent to them when an issue is entered. Secured Customer Portal users can enter issues, see a list of the issues they entered (or are assigned to), change the status and add notes. Group Calendar Available to Public Customer Portal users Available to Secured Customer Portal users Creation of Knowledge Base Available to Public Customer Portal users Available to Secured Customer Portal users