Fieldcode Manual
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Quick Start
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Work Place
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- Manage Parts
- Assign Partners
- Interaction Buttons
- Workflow Buttons
- Ticket Info and COMS Buttons
- Schedule Tickets
- Edit Ticket Details
- Cancel Tickets
- Remove Tickets from the Ticket Clipboard
- Report Tickets
- Create Intervention Info
- Create Intervention Reports
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Admin Panel
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- ServiceNow Connection
- Create Test Tickets
- Aliases Usage
- Workflows Usage
- What are Appearances in context of workflows?
- What are Buttons in context of workflows?
- What are Automations in context of workflows?
- What are Guides in context of workflows?
- What are Actions in context of workflows?
- Optimizer Settings
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- Automations Section Explained
- Workflows Usage
- What are Actions in context of workflows?
- What are Guides in context of workflows?
- What are Automations in context of workflows?
- What are Buttons in context of workflows?
- What are Appearances in context of workflows?
- Workflow Monitoring
- Ticket Automated Actions
- Custom Object Automated Actions
- Conditions Settings
- Indications Settings
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Fieldcode FMA app
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Customer Portal
Last updated:September 20, 2024
Customer Portal
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A solution that seamlessly enriches customer touchpoints, channels swift resolution, and provides flexibility while helping you nurture customer relationships and provide outstanding support. A customer support platform that keeps customers always informed!
Build trust and confidence through transparency. Customers can access status updates, service experts when needed, and the power to self-serve. All relevant updates are sent automatically to customers by email, SMS, or mobile app to ensure a unified customer experience.
Customer Portal Guide
Please open the below links in a new tab (middle-mouse-click) if you want to work on this guide step-by-step.
1 - What is the Customer Portal? ->
2 - Ticket progress statuses ->
3 - How to activate the Customer Portal
4 - First activation option: Customer Portal end user link
5 - Second activation option: Customer Portal end user link with appointment booking option
6 - Customization of the Customer Portal end user email
7 - Customization of the Customer Portal end user experience
8 - Customization of the Customer Portal basic behavior
9 - Customization of the Customer Portal content
10 - Customization of appointment booking Options
For end users - How to track tickets via the Customer Portal
For end users - How to book appointments via the Customer Portal
For end users - How to change appointments via the Customer Portal
For end users - How to leave ticket feedback
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