nattivillin
January 18th, 2011, 06:47 PM
After finally using the web interface for customers i have come to one conclusion. This is almost too tedious to even use.
The system works great. Looks close to what the web employees see, just limited to their accounts. History, charges, contracts, all the goodies are there.
HOWEVER
To have to go in and setup Customer web users for each and every customer account? We're a small outfit and we only have like 250 accounts but this will take some serious man hours. Then we also have to generate passwords for them as well? This is very dissapointing to say the least.
But never fear, i'm not the complain without a solution type. To fix this would be pretty easy.
We need a link that says something like: "Auto setup web user" and what it uses the customers email and generate a random temporary password and email it to them. This email should also include the link to login. We can specify the link somewhere (then CommitCRM doesn't have to guess the login link)
It just requires a users email and a simple random password generator of some sort. Can be as simple as customer name + date + a few random numbers behind that.
if there is no customers email, then it lets us know it needs one to auto generate. If not, you can still do it manually.
Lastly we need some batch process to accomplish this. Then it doesn't have to be active by default for everyone. With a batch process we can do it in groups of who we want to have access.
Doing this manually is un-fun.
The system works great. Looks close to what the web employees see, just limited to their accounts. History, charges, contracts, all the goodies are there.
HOWEVER
To have to go in and setup Customer web users for each and every customer account? We're a small outfit and we only have like 250 accounts but this will take some serious man hours. Then we also have to generate passwords for them as well? This is very dissapointing to say the least.
But never fear, i'm not the complain without a solution type. To fix this would be pretty easy.
We need a link that says something like: "Auto setup web user" and what it uses the customers email and generate a random temporary password and email it to them. This email should also include the link to login. We can specify the link somewhere (then CommitCRM doesn't have to guess the login link)
It just requires a users email and a simple random password generator of some sort. Can be as simple as customer name + date + a few random numbers behind that.
if there is no customers email, then it lets us know it needs one to auto generate. If not, you can still do it manually.
Lastly we need some batch process to accomplish this. Then it doesn't have to be active by default for everyone. With a batch process we can do it in groups of who we want to have access.
Doing this manually is un-fun.