The Advologix Client Portal enables you to fully exploit the capabilities of the Web as the channel to deliver superior self-service while at the same time lowering the cost of serving your clients. Because the Client Portal is hosted by salesforce.com just like the AdvologixPM application itself, you get the same service delivery benefits and none of the maintenance and infrastructure headaches that come with hosting a portal yourself.
Download the Client Portal Implementation Guide for Force.com
This guide outlines the necessary steps to set up and use Client Portal. The guide is divided into the following major sections:
- Client Portal Preparation
- Client Portal Setup
- Setting Up Client Portal Users
- Client Portal Reporting
Click Here to download the guide
This document is produced by our technology partner, Salesforce.com and is specific to setup and configuration of the technical aspects of the system. Specific information on using the features of Advologix Practice Management in the client portal are contained in subsequent lessons in this setup guide.