mio works preview tour

Let’s take a tourvisit www.mioworks.com to

create your own account

Start by filling outthe short form to create your ownMioWorks.com site. Remember

your URL

Log into yoursite with the

User ID & Password you

selected

http://[thenameyouselected].mioworks.com

Finish your setupby adding your

company addressand click continue

The workbenchis blank because we have nothing to do.Start by clicking on

“Contacts”

The only contactis for you. Timeto add another

one - click “Add new contact”

Fill out the form tocreate a contact.Use an email youhave access toso we can tour

the customer portal

You now seeyour new contact

in the list.Go ahead and

click on it

This is the contactdetail record

Here is where weactivate the

customer portal

You can adda note to save

with this contact

You can alsoadd keywordsto this contact

Here we add anew task associated

to this contact

We can add issuesto track against thiscontact. They can

also be sharedwith the contact

Save files right tothe contact record.You can share with

the contact andeven ask for

approval

Workbench nowshows the open

tasks, issues andfiles. Filter by

clicking on any of the buttons

Click on the issueto view the details

and provide a response. If shared,

the contact willreceive a notification

MioWorks.comimplementeda really sweet

universal searchsystem - just enter a term

Results includecontact records,

notes, tasks, issuesand even file descriptions.

Perform an actionright from here

Find your contactand add a noteall on the same

page

Activate the portal to

automaticallynotify the contactof the URL, user id

and password

The emailis from your

company & includesthe URL, user name

and password

Let’s login as the contact

This is thecustomer portal.

The contactcan see the issueand the response.

The contactcan easily

ask another question or make

a request

Click documentsand the contactcan download,

view and approvethe files

Contacts caneven upload

files that you need from them

The contact canview their profile

information &will be able to

update it

Back in the MioWorks.comapplication you

have controlover the portal

You even havecontrol over the

text of the emails that are

sent to yourcontacts

Visit www.mioworks.com to create your own account

MioWorks.com connects you with your customers