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The OfficeClip web-based customer portal provides the ability to create online alliance with your organization’s members, external clients and trade partners.
Improve communication, efficiency and collaboration. The following table provides an overview of several key features of OfficeClip Customer Portal.
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Privacy
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Decide whether to make a feature available for public or make it secured.
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Customize
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Configure the header and footer to your company branding.
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Capture Issues
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Capture issues with the Help Desk, with both public and secured access.
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Publish Projects
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Projects can be published and used as an external knowledgebase
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Publish T/E Reports
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Time and expense reports can be published with either secured or public access.
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Share Documents
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Documents can be shared with internal and external users.
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Publish Calendar
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Calendar events can be published on a website for public viewing.
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Generate Case Forms
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Case entry forms can be generated to provide a CRM solution for the organization.
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Non Member Privileges
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Non-members securely input data into the project without seeing existing data.
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Non Member Access
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Non-members have the option of tracking their various
cases with unique tracking code.
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Customer Service
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Customer service issues can be managed and tracked.
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Create Folders
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Folders can easily be created in order to organize documents.
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Move Documents
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Documents can be copied or moved into different folders.
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Lock Overwrite
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For safeguard, documents can be locked against accidental overwrite or deletion.
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Security
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Users can securely share documents with external users.
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Publish Calendar
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Allows the event calendar to be published to a website.
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Dynamic Update
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The externally-published calendar dynamically updates based on changes in the connected calendar.
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Appointment Request
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Appointment requests can be made from the externally-published calendar.
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Easy Access
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Easy public access control of the published calendar ensures that non-OfficeClip members can see important events.
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Projects
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Projects can be published and used as an external knowledgebase.
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Generate Knowledgebase
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The wizard allows the admin to generate a fully searchable knowledgebase without having to know HTML.
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Auto Updates
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Knowledgebase is dynamic and automatically updated when new items are added.
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Track Issues
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External users input issues into a website form, which can be tracked with a unique tracking code. e.
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Update OfficeClip
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With either public or secured access, information input from the form will be entered in OfficeClip.
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Define Mandatory Fields
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Administrators can choose the fields to be displayed on your web page and choose which fields are mandatory when the user is inputting the case issues.
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