This guide goes through how you as a Koho user can monitor the files and communications sent by your portal customers.
Content of the instructions:
Files and conversations
Files and conversations sent by the customer through the portal are visible to the customer's responsible person in the Shifts view.
You can view files and conversations through the Communication view by clicking the icons at the top right of the page.
Discussions
Once a customer has started a new conversation or replied to an existing one, you can find the messages in the "View conversations" section.
By opening a conversation, you can:
Read posts
Download attached files
Respond to the customer directly from the view
Files
Files sent through the portal can also be found separately in the "Files" section of the Communications view.
In this view, you can:
View files
Approve files
Note: Once the file is approved, the client will no longer be able to edit it.
Files with work orders
A "Follow-up" section can be enabled in the portal, which allows the customer to attach files directly to work orders.
Files added by the customer can be found, for example, in the Work orders view → All
In this case, the files will also be visible directly in connection with the work order in question.
Tickets submitted through the portal
If ticketing is enabled, the customer can be offered the opportunity to send tickets through the portal.
Tickets sent through the portal will normally appear among other tickets in the Tickets → Open view
