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Take a quick slide based tour of the MioWorks.com application
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Mio Works Preview Tour
1.
Let’s take a
tour visit www.mioworks.com to create your own account
2.
Start by filling
out the short form to create your own MioWorks.com site. Remember your URL
3.
Log into your
site with the User ID & Password you selected http://[thenameyouselected].mioworks.com
4.
Finish your setup
by adding your company address and click continue
5.
The workbench is
blank because we have nothing to do. Start by clicking on “ Contacts”
6.
The only contact
is for you. Time to add another one - click “ Add new contact”
7.
Fill out the
form to create a contact. Use an email you have access to so we can tour the customer portal
8.
You now see
your new contact in the list. Go ahead and click on it
9.
This is the
contact detail record Here is where we activate the customer portal
10.
You can add
a note to save with this contact
11.
You can also
add keywords to this contact
12.
Here we add
a new task associated to this contact
13.
We can add
issues to track against this contact. They can also be shared with the contact
14.
Save files right
to the contact record. You can share with the contact and even ask for approval
15.
Workbench now shows
the open tasks, issues and files. Filter by clicking on any of the buttons
16.
Click on the
issue to view the details and provide a response. If shared, the contact will receive a notification
17.
MioWorks.com implemented a
really sweet universal search system - just enter a term
18.
Results include contact
records, notes, tasks, issues and even file descriptions. Perform an action right from here
19.
Find your contact
and add a note all on the same page
20.
Activate the
portal to automatically notify the contact of the URL, user id and password
21.
The email is
from your company & includes the URL, user name and password
22.
Let’s login as
the contact
23.
This is the
customer portal. The contact can see the issue and the response.
24.
The contact can
easily ask another question or make a request
25.
Click documents and
the contact can download, view and approve the files
26.
Contacts can even
upload files that you need from them
27.
The contact can
view their profile information & will be able to update it
28.
Back in the
MioWorks.com application you have control over the portal
29.
You even have
control over the text of the emails that are sent to your contacts
30.
Visit www.mioworks.com
to create your own account MioWorks.com connects you with your customers
Descargar ahora