Mio Works Preview Tour

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David Abramowski

Take a quick slide based tour of the MioWorks.com application

Technologie

Let’s take a tour visit www.mioworks.com to create your own account

Start by filling out the short form to create your own MioWorks.com site. Remember your URL

Log into your site with the User ID & Password you selected http://[thenameyouselected].mioworks.com

Finish your setup by adding your company address and click continue

The workbench is blank because we have nothing to do. Start by clicking on “ Contacts”

The only contact is for you. Time to add another one - click “ Add new contact”

Fill out the form to create a contact. Use an email you have access to so we can tour the customer portal

You now see your new contact in the list. Go ahead and click on it

This is the contact detail record Here is where we activate the customer portal

You can add a note to save with this contact

You can also add keywords to this contact

Here we add a new task associated to this contact

We can add issues to track against this contact. They can also be shared with the contact

Save files right to the contact record. You can share with the contact and even ask for approval

Workbench now shows the open tasks, issues and files. Filter by clicking on any of the buttons

Click on the issue to view the details and provide a response. If shared, the contact will receive a notification

MioWorks.com implemented a really sweet universal search system - just enter a term

Results include contact records, notes, tasks, issues and even file descriptions. Perform an action right from here

Find your contact and add a note all on the same page

Activate the portal to automatically notify the contact of the URL, user id and password

The email is from your company & includes the URL, user name and password

This is the customer portal. The contact can see the issue and the response.

The contact can easily ask another question or make a request

Click documents and the contact can download, view and approve the files

Contacts can even upload files that you need from them

Back in the MioWorks.com application you have control over the portal

You even have control over the text of the emails that are sent to your contacts

Visit www.mioworks.com to create your own account MioWorks.com connects you with your customers

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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

4. Finish your setup by adding your company address and click continue

5. The workbench is blank because we have nothing to do. Start by clicking on “ Contacts”

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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

10. You can add a note to save with this contact

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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

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18. Results include contact records, notes, tasks, issues and even file descriptions. Perform an action right from here

19. Find your contact and add a note all on the same page

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

22. Let’s login as the contact

23. This is the customer portal. The contact can see the issue and the response.

24. The contact can easily ask another question or make a request

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