Hello everyone. This is John Grande coming to you from DimeSoft Business Solutions, and once again I am thrilled to be talking to you about Acumatica ERP. Today, we're going to show you how a customer can log into Acumatica using the Customer Portal and how they can create their own case submitted for case management, so let's jump on into the cloud and take a look.
Here we are in Firefox, which is as you know is a web browser, and I am a customer logging into my customer portal so I can have access to Acumatica ERP. Once I'm in, you'll notice that my user experience is very different than if I was, let's just say, a salesperson or a Support Case manager or a purchasing agent working for the company as an everyday user. Here, though we won't go through these workflows, I have access to my invoices, I can submit an order and so on, but today we're going to submit a support case.
I'll do that by going up here to Support, creating a New Case and I will choose my Support Contract. I will determine with this drop-down menu what my priority level is, my class ID in this case it's for Product Support, and I will type in my subject. In details, I can give a more specific account as to the details of my case. In addition, I can go up into files and I can attach any kind of file, in this case, a photograph of my broken scanner, uploading it right here from my PC. There it is. I can click on it if I want to look at the picture. There's the broken scanner. Then, I'm going to simply click Submit to submit my support case. Now, it's submitted. How do I know?
Let's go ahead and jump into another web browser, this time, Google Chrome, and I am going to log in as administrator. This should look more familiar to those of you who are familiar with Acumatica. I'm going to go to the dashboard called Support Dashboard and there is the new support case. How do I know it's new? Because under status it says New, and it was created today.
I'm going to go in my Support Cases and I'm going to open up the support case by double clicking on the line item and this is where I can read it. I can look at it. I can take a look at the picture that was submitted along with it. I can assign it to a Support Case agent or someone in Customer Support. I'm going to change the status from New to Open, et cetera, and then we can move it on into Support Case Management.
Thanks once again. That's our short demo for the day. If you should have any questions about what you've seen or would like to discuss Acumatica, please feel free to reach out to me directly at 951-928-1990, extension 212, or feel free to email me at jgrande@DimeSoftinc.Com. Thank you so much everyone, and we'll be looking forward to doing our next video for you.