Mio Works Preview Tour


Published on

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

Published in: Technology
1 Like
  • Be the first to comment

No Downloads
Total views
On SlideShare
From Embeds
Number of Embeds
Embeds 0
No embeds

No notes for slide

Mio Works Preview Tour

  1. 1. Let’s take a tour visit www.mioworks.com to create your own account
  2. 2. Start by filling out the short form to create your own MioWorks.com site. Remember your URL
  3. 3. Log into your site with the User ID & Password you selected http://[thenameyouselected].mioworks.com
  4. 4. Finish your setup by adding your company address and click continue
  5. 5. The workbench is blank because we have nothing to do. Start by clicking on “ Contacts”
  6. 6. The only contact is for you. Time to add another one - click “ Add new contact”
  7. 7. Fill out the form to create a contact. Use an email you have access to so we can tour the customer portal
  8. 8. You now see your new contact in the list. Go ahead and click on it
  9. 9. This is the contact detail record Here is where we activate the customer portal
  10. 10. You can add a note to save with this contact
  11. 11. You can also add keywords to this contact
  12. 12. Here we add a new task associated to this contact
  13. 13. We can add issues to track against this contact. They can also be shared with the contact
  14. 14. Save files right to the contact record. You can share with the contact and even ask for approval
  15. 15. Workbench now shows the open tasks, issues and files. Filter by clicking on any of the buttons
  16. 16. Click on the issue to view the details and provide a response. If shared, the contact will receive a notification
  17. 17. MioWorks.com implemented a really sweet universal search system - just enter a term
  18. 18. Results include contact records, notes, tasks, issues and even file descriptions. Perform an action right from here
  19. 19. Find your contact and add a note all on the same page
  20. 20. Activate the portal to automatically notify the contact of the URL, user id and password
  21. 21. The email is from your company & includes the URL, user name and password
  22. 22. Let’s login as the contact
  23. 23. This is the customer portal. The contact can see the issue and the response.
  24. 24. The contact can easily ask another question or make a request
  25. 25. Click documents and the contact can download, view and approve the files
  26. 26. Contacts can even upload files that you need from them
  27. 27. The contact can view their profile information & will be able to update it
  28. 28. Back in the MioWorks.com application you have control over the portal
  29. 29. You even have control over the text of the emails that are sent to your contacts
  30. 30. Visit www.mioworks.com to create your own account MioWorks.com connects you with your customers