mio works preview tour
DESCRIPTION
Take a quick slide based tour of the MioWorks.com applicationTRANSCRIPT
![Page 1: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/1.jpg)
Let’s take a tourvisit www.mioworks.com to
create your own account
![Page 2: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/2.jpg)
Start by filling outthe short form to create your ownMioWorks.com site. Remember
your URL
![Page 3: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/3.jpg)
Log into yoursite with the
User ID & Password you
selected
http://[thenameyouselected].mioworks.com
![Page 4: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/4.jpg)
Finish your setupby adding your
company addressand click continue
![Page 5: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/5.jpg)
The workbenchis blank because we have nothing to do.Start by clicking on
“Contacts”
![Page 6: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/6.jpg)
The only contactis for you. Timeto add another
one - click “Add new contact”
![Page 7: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/7.jpg)
Fill out the form tocreate a contact.Use an email youhave access toso we can tour
the customer portal
![Page 8: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/8.jpg)
You now seeyour new contact
in the list.Go ahead and
click on it
![Page 9: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/9.jpg)
This is the contactdetail record
Here is where weactivate the
customer portal
![Page 10: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/10.jpg)
You can adda note to save
with this contact
![Page 11: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/11.jpg)
You can alsoadd keywordsto this contact
![Page 12: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/12.jpg)
Here we add anew task associated
to this contact
![Page 13: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/13.jpg)
We can add issuesto track against thiscontact. They can
also be sharedwith the contact
![Page 14: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/14.jpg)
Save files right tothe contact record.You can share with
the contact andeven ask for
approval
![Page 15: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/15.jpg)
Workbench nowshows the open
tasks, issues andfiles. Filter by
clicking on any of the buttons
![Page 16: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/16.jpg)
Click on the issueto view the details
and provide a response. If shared,
the contact willreceive a notification
![Page 17: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/17.jpg)
MioWorks.comimplementeda really sweet
universal searchsystem - just enter a term
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Results includecontact records,
notes, tasks, issuesand even file descriptions.
Perform an actionright from here
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Find your contactand add a noteall on the same
page
![Page 20: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/20.jpg)
Activate the portal to
automaticallynotify the contactof the URL, user id
and password
![Page 21: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/21.jpg)
The emailis from your
company & includesthe URL, user name
and password
![Page 22: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/22.jpg)
Let’s login as the contact
![Page 23: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/23.jpg)
This is thecustomer portal.
The contactcan see the issueand the response.
![Page 24: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/24.jpg)
The contactcan easily
ask another question or make
a request
![Page 25: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/25.jpg)
Click documentsand the contactcan download,
view and approvethe files
![Page 26: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/26.jpg)
Contacts caneven upload
files that you need from them
![Page 27: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/27.jpg)
The contact canview their profile
information &will be able to
update it
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Back in the MioWorks.comapplication you
have controlover the portal
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You even havecontrol over the
text of the emails that are
sent to yourcontacts
![Page 30: Mio Works Preview Tour](https://reader031.vdocument.in/reader031/viewer/2022013003/55616907d8b42a654b8b53d3/html5/thumbnails/30.jpg)
Visit www.mioworks.com to create your own account
MioWorks.com connects you with your customers