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Giving customers external access to CRM

Posted on 2008-06-25
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Last Modified: 2013-11-24
Hi there,

We are implementing a CRM 4.0 install, with the view to using it as an IT helpdesk solution.  All has went pretty well so far in that customers can email in, and the emails are going to a queue, converting to cases and emailing clients with ticket numbers etc.  All the usual helpdesk stuff.  Now we have been asked to provide customers with the functionality to log on to the system and see the status of their cases.  Obviously this will have to be their own case history and no one elses - is this possible?

Thanks for any advice / help given!
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Question by:sgoldblatt
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by:Biffster007
ID: 21870920
Hi,

So you'd obviously want this to be internet facing??

That would mean they'd have to have their own license...Is this a viable option??

MH
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by:sgoldblatt
ID: 21872813
Yes this should be viable. thanks
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by:acstechee
ID: 22169187
If the customers only need to seethe status of their cases could a summary be posted to a web page that can be accessed externally?
Let me know how you get on? I've been asked to look at this myself but its a project that has been deffered until the end of the year.
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by:pfarber22
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