Case Portal

Install a Case Portal to manage your customer’s cases within Workbooks

Workbooks includes functionality to install a Case Portal within your database. The portal can be configured to suit your business needs and can be a very effective tool for Case management between you and your customers. People records are used within Workbooks to invite key contacts and give them the ability to raise new Cases, update existing Cases with new information and see historic Cases. Additionally, you can make more information available to your customers in a custom tab. For example, displaying the Open/Closed Support Cases is the most common use case, alongside using the additional custom tab to show information on open chargeable work a customer has with you.

You will need System Administrator access to your database to install the Case Portal. We’d recommend that you reserve around 1-2 hours to complete the configuration. This will allow you time to:

• Configure your email settings to send out emails from Workbooks
• Run the plugin, configuring for your business needs as you complete each step
• Setup a Case Portal test user
• Test the Case Portal configuration to ensure everything is working as intended