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Mio Works Preview Tour
- 1. Let’s take a tour visit www.mioworks.com to create your own account
- 2. Start by filling out the short form to create your own MioWorks.com site. Remember your URL
- 3. Log into your site with the User ID & Password you selected http://[thenameyouselected].mioworks.com
- 5. The workbench is blank because we have nothing to do. Start by clicking on “ Contacts”
- 6. The only contact is for you. Time to add another one - click “ Add new contact”
- 7. Fill out the form to create a contact. Use an email you have access to so we can tour the customer portal
- 8. You now see your new contact in the list. Go ahead and click on it
- 9. This is the contact detail record Here is where we activate the customer portal
- 13. We can add issues to track against this contact. They can also be shared with the contact
- 14. Save files right to the contact record. You can share with the contact and even ask for approval
- 15. Workbench now shows the open tasks, issues and files. Filter by clicking on any of the buttons
- 16. Click on the issue to view the details and provide a response. If shared, the contact will receive a notification
- 18. Results include contact records, notes, tasks, issues and even file descriptions. Perform an action right from here
- 20. Activate the portal to automatically notify the contact of the URL, user id and password
- 21. The email is from your company & includes the URL, user name and password
- 23. This is the customer portal. The contact can see the issue and the response.
- 27. The contact can view their profile information & will be able to update it
- 28. Back in the MioWorks.com application you have control over the portal
- 29. You even have control over the text of the emails that are sent to your contacts