ClientConnect - Website Users View
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Client's View of the ClientConnect Website
Upon entering the ClientConnect Website address given/emailed to the client, they will view the following:
For Clients who are NON-Website Users (users not yet created):
Choosing the Request Info button will allow your clients or potential clients to contact you about your Company/Products/Services. If you have a Company Website, you can post a link to this Request Info button to have Design Manager collect a new Lead into the system for you.
Upon choosing Request Info the viewer will see the following form:
When a user completes the form and chooses Submit Form, ClientConnect will send this information back to your Design Manager Address Book. The information will appear under the Misc Contacts as a Web Lead. If the Lead turns into a Client, you can then use the Create button to add them as a Client; see the Address Book for more information.
For your Clients who are Website Users (users already created):
The user should enter their Login information provided by you into the Client Login area.
Once they have logged in successfully, they will see the below choices:
The user will need to click on one of the available buttons to continue. A new Internet window will open with their options.
View Project Status
There are 4 tabs for the user to choose from to View their Project Status: Proposals, Rooms/Locations, Items, All Details.
*Items MUST be on an accepted Proposal to be viewed on ClientConnect.
Each of the Report Options can be viewed with the Show Images: ON or OFF
A default is provided for you to choose to automatically show or hide the Item Images; see ClientConnect - Options Tab.
Below is the All Details report with Show Images turned On:
Below is the All Details report with Show Images turned Off: