Improve company productivity with a Business Account.Sign Up

x
  • Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 741
  • Last Modified:

Giving customers external access to CRM

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!
0
sgoldblatt
Asked:
sgoldblatt
1 Solution
 
Biffster007Commented:
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
0
 
sgoldblattAuthor Commented:
Yes this should be viable. thanks
0
 
acstecheeCommented:
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.
0
 
pfarber22Commented:
0
 
ee_autoCommented:
Question PAQ'd, 250 points not refunded, and stored in the solution database.
0
Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

Join & Write a Comment

Featured Post

Upgrade your Question Security!

Your question, your audience. Choose who sees your identity—and your question—with question security.

Tackle projects and never again get stuck behind a technical roadblock.
Join Now