External Users may access a limited version of Q360 via the Customer Portal (with proper permissions).

Main menu options (permission dependent)

• File
• Projects
• Live Data
• Dashboards

Toolbar options (permission dependent)

• Dashboard
  • Monitor Active Calls
  • Review Recent Events
  • View Monthly Call Activity graph

• Customers – list of Customers to which this user has access
  • Add a Call – specific to the highlighted Customer
  • Drill into Customer record
  • View Customer contact information in the grid

• Sites – list of Customer Sites to which this user has access
  • Add a Call – specific to the highlighted Site
  • Drill into a Site record
  • View Site contact information in the grid

   

• New Call – create a new Call
  • Opens Add Call form

   

• Open Calls – list of Active Calls
• Closed Calls – list of Inactive Calls (calls in a POST state)
• Knowledge Base – search database by
  • Keyword
  • Call Type
  • Category
  • Sub Category
  • Problemcode

   

• Billing (Accounting permissions required)
  • Outstanding (Unpaid Invoices)
  • Past Invoices (Paid Invoices)
  • Drill into an Invoice record
  • Pay an Invoice (Credit Card integration and proper permissions required) – see Help Center article External User Invoice Payments via Credit Card

   

• Projects
  • My Active Projects – drill into a Project to view Project details, Tasks, and SOW
  • Tasks