Information
Information
This sub-menu contains the following client´s personal information: name, location, invoicing address, e-mail, telephone No.
Authorized request
A client can also send an authorized request (if this option is enabled in ci_auth_requests_enable in Settings System Settings Client Portal). This way can the clients inform technicians that a service intervention is needed. A client clicks on Send New Support Request, fills in the Title and Text fields, and then clicks on Send. Authorised requests are sent to e-mail addresses of technicians with e-mail address in their administrator account, and with enabled options of Send Tasks by E-mails and Send requests from Client portal in Scheduling section. Also, a request is sent to a system e-mail from ci_auth_requests_forwarding_email, Settings System Settings Client Portal.
There are 2 items in Settings Syst. settings - request_create_the_task and request_hour_for_task. The first item mentioned allows you to activate the automatic creation of a new task in Scheduling on the basis of the data that a client entered through the request form on the web. Such a task is then assigned to those administrators that have the Manage request in Scheduling option activated. The task is scheduled for the following day. The time is set according to the request_hour_for_task item.
Actual information
Client messages sent via ISPadmin as Private messages or Bulk messages are displayed here.
Edit Data
Clients may edit their client information in the sub-menu. If a change is made, system administrator receives an e-mail. The following items are available: Street name, city, Postcode, e-mail, telephone No., and mobile No. Also, client may select whether to receive invoices by e-mail, or not, and to receive bulk e-mails. Changes are submitted after clicking on Save.