Giving customers external access to CRM
Posted on 2008-06-25
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!