Customer-Portal
In the
section within the General settings, you can set whether the ticket is forwarded to the group instead of a hotliner from an external user.
Choose which "Medium" is used for an external user when creating a ticket.
With the option "Ticket status", you can specify which ticket status is initially used for the external user when creating a ticket.
Under the item "Priority", you can specify which urgency will be preset for an external user when creating a ticket.
Dashboard
In this section you can set which tabs of the dashboard statistics should be displayed. The dashboard statistics are presented on the start page for the external user. You can view the following information on the dashboard:
Service documents: All documents of the address linked to the external user will be loaded in a list and the documents can be downloaded.
Machines: The machines of the address are listed and it is displayed whether the machines have warnings in reports or not. Machines with warnings are displayed in "red", machines without warnings are displayed in "green" and machines that have no entry are displayed in "white".
Planned service-assignments: Here all assignments for the address which is deposited with the external user are indicated. Also how many missions start in this month is displayed.
Open maintenance-contracts: The statistics lists all open maintenances for the address of the external user. Here, the maintenance is displayed differently depending on whether they are overdue or how long it is until the execution of the maintenance. Overdue maintenances are displayed in "red", maintenance that is not due until next year is displayed in "green" and maintenance that is due within the next 90 days is displayed in "orange". All other maintenances are highlighted in "white".
Open sales-quotations: This statistic shows the open offers for the external user's address.