Learn how to use Dataforma’s Client Portal
This online training course will teach you how to setup and administrate the Client Portal, available from Dataforma. If you aren’t already using the Client Portal, you should be! It allows you to allow your customers to view workorders, invoices, projects, and documents that you’ve performed for them, all by logging into an “out of the box” cloud based portal that Dataforma created. If you’re a DF customer, you have access to it, so what are you waiting for? This course will teach you, or any of your employees how to get up and running on the client portal in no time.
Instructor: Jeremiah Rizzo
- What the client portal is
- How to give your customers access to it
- How to customize each customer’s portal for them
- Client portal administration and setup
- Choosing which documents to make viewable to customers
- Creating user accounts for your customers
- Updating existing files
- Modify account details for customers
- Customizing your “report work now” form, that clients can submit work to you through
- What to do with work orders reported through the client portal
- And more!
Time: 24 min.
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