From 6a22369936099994f443d0062fad260e982255f0 Mon Sep 17 00:00:00 2001 From: John Cardinal Date: Tue, 8 Nov 2022 01:48:17 +0000 Subject: [PATCH] --- .../ayanova/docs/tour-bootstrap-advanced.md | 24 +++++++++++-------- 1 file changed, 14 insertions(+), 10 deletions(-) diff --git a/docs/8.0/ayanova/docs/tour-bootstrap-advanced.md b/docs/8.0/ayanova/docs/tour-bootstrap-advanced.md index 33ebf0b0..0c0fd84b 100644 --- a/docs/8.0/ayanova/docs/tour-bootstrap-advanced.md +++ b/docs/8.0/ayanova/docs/tour-bootstrap-advanced.md @@ -54,18 +54,22 @@ Notifications relate to every important area of AyaNova leveraging this system c We _strongly_ recommend you get familiar with this important feature and make full use of it. -## Customize report templates +### Customer facing features -If you haven't already during evaluation, now is a good time to go through the reports you intend to use in your business and [make any changes](adm-report-templates.md#how-to-modify-report-templates) required if the stock report templates don't meet your needs as they are. +AyaNova comes with some "Customer facing" features that you may want to implement: -We suggest making a duplicate copy of any stock report templates you want to modify first and then working with the duplicate so that you always have the original for reference. +#### Customer notifications -If you prefer to have report templates modified or created for you, we may be able to provide that service for a fee, contact AyaNova support for details and a quotation. +AyaNova has a feature to enable automatic [Customer notifications](customer-notify-subscriptions.md) which enables you to set up automatic templated notifications to be sent out to selected Customers by AyaNova automatically when certain events take place. -================================================================ +This feature is useful when you want some Customer contact automation but aren't ready to enable the full AyaNova Customer login interface: -- Notification system - - User notification - - Customer notification -- Customer self service - - how to set up and configure +#### Customer login interface + +This is the more comprehensive and poweful Customer self-service feature + +You can [optionally enable Customers to login](adm-global-settings.md#customer-access-settings) to a special Customer interface of AyaNova to request service (that can be turned directly into a service work order if the request is approved), view and render their own work order reports and subscribe to customer specific notification events. + +These features can save considerable time by automating some steps in the service process and offer a more professional service to Customers by making use of these features if appropriate to your business. + +We recommend setting up a "dummy" test Customer in AyaNova and exploring the Customer login interface to get an idea of what the Customer will see and testing out the various features and security settings first.