• DEMO
  • Portal Access to Organization's Requests

    When supporting external organizations there is often a primary contact or manager that requires access to not just their own requests, but all the requests that have been raised by the different contacts within their organization.

    From within Hornbill a Service Manager user can quickly access an organization record and select one or more contacts that require the visibility of the full list of requests raised by their organisation.

    The contact that has been granted access to the organization's request list can simple go to the customer portal where they will have a list of their personal requests along side all of the requests for their organization.

    Categories

    Latest Posts

    • Managing Organisations in Customer Manager

      2018-05-19 21:21:14
      Feature Friday

      Hornbill Customer manage provides a collaborative environment for managing your business to business customer relationships...

    • Searching for Requests in Service Manager

      2018-04-20 22:50:04
      Feature Friday

      Hornbill's Service Manager offers a number of search features for locating requests held within Service Manger...

    • Project Manager Portfolio

      2018-04-14 02:46:24
      Feature Friday

      Hornbill's Project Manager Portfolio is the entry point to view and access all of your projects.  Its simple views and lists give a quick perspective on the current state of your projects, whether it be showing the progress toward the next milestone of a project or getting a glance at your top pr...