Do you ever wish your clients could see some of the reports that you use and send to them? Or wish they could log in to MARKUS and see a filtered set of information, with job status and notes? With the MARKUS Client Portal they can! Pat explains more…
You give your clients a login to a secure portal that allows them to track their job progress in real time. This allows you to completely streamline communication to and from your clients (controlling what they can and can’t see), builds trust and reduces the need for update requests.
Your clients will be able to log straight in to MARKUS and see any reports and any job information (like status and notes) that you set to ‘display to client’. Most importantly everything is filtered down to only show them their data and the data they need to see.
To get started simply create a user with the customer option set to the customer you want to allow access
Set the client_only permission for that user
And send the credentials straight to your client via email from the system – they will then be able to log in and see all of the information they will need.
Find out more in this webinar video from Chris ⬇️
If you’ve got any questions give us a call! 0161 477 2343.
