Client Portal
Clients can log in to the customer portal based on the email and password set in the "Clients" tab of team-logic. See the "Initial Setup" section for information on how to customize the client portal. Below are a list of features...........
- View News added through your intranet
- View Files uploaded through your intranet
- View Links added through your intranet
- View a calendar updated through your intranet
- View Staff from your Team-Logic instance (Deactivated by Default)
- View Organizations from your Team Logic instance (Deactivated by Default)
- With the Pipeline CRM System Activated
- Tickets
- Add new tickets
- View existing and closed tickets
- View closed tickets
- Add notes that will email the assigned staff member
- Upload files
- Projects
- View current and past projects
- Add notes that will email assigned staff members
- Upload Files
- Tickets
