The Customer Portal in AntMyERP serves as a valuable tool to enhance customer interaction and self-service capabilities. It provides a secure and dedicated space for your customers to access important information and manage various aspects of their transactions. Here’s a breakdown of its key uses:

1. Service and Toner Call Management: The Customer Portal allows customers to log and manage service requests and toner calls. This streamlines the communication process between your company and its customers. Customers can log service requests, report issues, and request toner replacements directly through the portal, improving efficiency and response times.

2. Call Updates: Customers can check the status and updates of their service and toner call requests. This transparency keeps customers informed about the progress of their requests, enhancing their overall experience.

3. Device and Contract Information: The Customer Portal provides access to device-related data for machines that the customer has contracted. This can include details about the equipment, such as model, specifications, and maintenance history. Customers can stay informed about their contracted devices’ performance and maintenance needs.

 

Common FAQ regarding Customer Portal. 

 

Can the customer add new equipment from the customer portal?

No, your customers can not add new equipment from the customer portal.

 

Can the customer raise a new service complaint from the customer portal?

Yes, your customers are able to raise a new service complaint from the customer portal.
Branch Office can view, create and manage their contracted device service tickets.
Head Office can view, create and manage overall contracted device service tickets.

 

Can the customer approve our quotations from the customer portal?

Currently, this feature is not available in our system.

 

Can the customers add their new Branch and remove the closed branch from the customer portal?

Yes, customers can add, view and edit their branch from the customer portal.

 

Can the customers add their new Contacts and remove the inactive contacts from the customer portal?

Yes, customers can add, view and edit their contacts from the customer portal.

 

Can the customer manage its User Permission from the customer portal?

Currently, this feature is not available in our system.

 

Can the customer assign their assets to their different users from the customer portal?

Yes.

 

Can I delete comments added in the client portal of AntMyERP?

No, it is not currently possible to delete comments that have been added in the client portal of AntMyERP. Once comments are added, they cannot be deleted due to the platform’s current limitations. We recommend carefully reviewing and editing your comments before posting them to ensure accuracy and relevance.

 

How many internal contact i can add as customer in AntMyERP?

In AntMyERP, there is no limit to the number of contact persons you can add to a customer. You can freely add as many contact persons as needed to maintain comprehensive and up-to-date information for your customers.

 

How can customers download their “Customer Statement” from the client portal in AntMyERP?

Currently, customers using the AntMyERP client portal have the capability to view their pending invoice details directly from the dashboard. However, the option to download the complete “Customer Statement” is not available in the portal. If you want this features, talk to us, we can provide you.

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