Customer Portal / Service portal suggested improvements (consolidated)
Added by Atera:
This thread is dedicated to the Customer / Service portal. Suggested ideas are grouped for more convenient search and future product enhancements:
- Portal end-user experience
- White label capabilities
- Adding more data / fields
- Portal announcements
Initial request:
Some of my customers have asked if there is a way to whitelist their portal access to their company - instead of showing my company. These clients are co-managed customers. It would just be less confusing for their end users. Along with this - the ability to setup the support@clientemailaddress.com as the address for them to submit trouble tickets - and it be attached to their customer / client profile - for ticket submission.
-
Roberto Zampieri
commented
In the customer portal the description field can be set as obbligatory
-
Bryan Bryan
commented
Currently reviewing the progress of a ticket requires you to go back and forth from the conversation view and the time entry lists. Hovering on the little note icon to even see the time entry adds insult to injury. Other work arounds like a time sheet report is not practical or really helpful.
Simple adding the note text into the conversation view in chronological order is perfect! Can be just mirrored text with nothing to click. Just to have it there would be huge. Edit button is even better :)
-
Bryan Bryan
commented
Time Entries need to be seen in the conversation flow of the ticket and customer portal.
-
Bryan Bryan
commented
This is critical for us where the invoice details should be able to be looked up from the customer. Not they will see the public conversation of the ticket, but not the resolution details where those often are in the verbose time entry.
-
Nathaniel McQuaid
commented
This could be a setting that could be enabled for those that want it as well. Most other PSA's have this ability baked in.
-
Josh Shipley
commented
Time entries and the description of work performed is a must. Our policy is transparency with our customers and currently they feel we are "hiding" this information.
-
Robert
commented
There are plenty of tickets regarding the hidden field usage in the Customer Portal and it is being addressed.
Adding onto that, it would be nice to have an indicator on Custom Fields that show (at a glance) which fields are hidden or editable in the admin menu. Otherwise, to know which are which you need to go through the fields individually and/or on the portal itself. The fields already have an indicator for what format they're in (text, date, number, etc) so another indicator for hidden/editable would be greatly appreciated as it would save a bit of time when these fields need edited.
-
Bill Doane
commented
In the customer portal it would be nice to have an option, to automatically upload monthly reports,such as Systems at glance, Agent Health and so on.
An option to let the service team customize which reports are needed . All reports for that month will need to go in that months folder. I know you can email these reports but customer have complained about two many emails. -
abigael abigael
commented
Add our customer's logo on the Customer portal. Right now we only have the option of adding ours and that's it. We want each of our customers to have their own logo on their portal
-
mhs mhs
commented
It could be nice to have the "customize customer portal" option. So that we can add/remove things from the customer portals.
-
Nerdbird Helpdesk
commented
On the customer portal. If a user has work from home enabled, add a link to the top right by, Tickets, Add Ticket, Knowledge Base for remote control.
-
alvern alvern
commented
More options to customise or brand customer portal. Backgrounds, colours, advertising
-
Jessica Rodriguez
commented
Ability to enter time into replies/communication with client from ticket.
When escalating a ticket, we need to see what work has been done without having to drill down in another location (Time Entries). We'd like to see all communication and notes from one screen - Times and dates worked on.
-
Frank Pietersma
commented
Ideally in a time entry you describe what you did and how long it took.
So it is very, very important part of a ticket.In Datto for instance every ticket entry is also a timesheet entry.
And thats completely logical.Time entries are essential part of a ticket and clients should be able to view them in the customer portal
-
Frank Pietersma
commented
Agree ! Customers should always have access to timesheets
Ideally in a time entry you describe what you did and how long it took.
So it is very, very important part of a ticket.In Datto for instance every ticket entry is also a timesheet entry.
And thats completely logical. -
Chris Stuart
commented
Having the ability to prevent customers from seeing any open/resolved tickets. Only view option for customer portal is knowledgebase and create new support ticket.
Currently in admin >> Settings >> Tickets >>Customer Portal the option to view Open/Resolved is greyed out and unable to remove that view from customers
-
abigael abigael
commented
Reports directly from customer portal for the clients
-
Soporte INDELSUR
commented
I totally agree, it is essential that we can change the text for something more serious and professional, being able to accept it to our company and the service we offer.
-
Soporte INDELSUR
commented
Estoy totalmente de acuerdo, es imprescindible que podamos cambiar el texto por algo mas serio y profesional, pudiendo aceptarlo a nuestra empresa y e servicio que ofrecemos.
-
Brian Conley
commented
The login page for the Customer Portal should allow for customizable text. Currently, it displays "Welcome to the Customer Portal!
We're glad you're here.". It would be nice to be able to change the text.
Also, I have changed the color scheme however the "Login" button still remains green.