Customer Portal (New in 4.1)
The Customer Management Suite provides a solution to efficiently work and communicate with customers with the introduction of the Acumatica Customer Portal (New! in 4.1).
- Help Customers Help Themselves: 24 hours a day, 7 days a week, your customers can access account information, create new support cases, and retrieve the latest case updates-all without picking up the phone or sending an email.
- Financial Overview: Give customers the ability to see all historical documents, balances, due dates, payments received and amount due within the Customer Portal. Customers can also update address, contact and user access details.
- Knowledge Base: Allow customers to search for answers to their questions 24/7. This also helps knowledge transfer, allowing more customer self-service and generating fewer support calls.
- Document Sharing: Provides a secure location to share documents with customers, such as marketing material, educational material, company policies and FAQs, without needing to build a separate web page.