====== Customer Portal ======

===== Purpose =====

This document is a work in progress about the the CRM customer portal
This list functionalities available to customer once they login to portal

===== Customer Management =====

==== Managing Personal ====
  * **Objective**: Allow customers to manage their personal details
  * **Features**:
    * Update name/nickName
    * Update email
    * Update phone number
    * Update other contact data (Team ? Zoom ?)
    * Change password

==== Company Information ====
  * **Objective**: Allow customers to manage company linked to they profil
  * **Features**:
    * Update company email
    * Update company phone numbers
    * Update contact person
    * Add new "Personal" to company
    * Record usage details of products


==== Communication Preferences ====
  * **Objective**: Customize communication preference for society linked to profil
  * **Features**:
    * Choose to receive per Email ( support / advertisements / updates)
    * Choose to receive per Call ( support / advertisements / updates)
    * Select types of ads they accept (promotional / new product)

==== Product dashbord ====
  * **Objective**: Display available product and plan
  * **Features**:
    * Show product currently owned with expiration
    * Show a list of product in sales
    * Show license pack for upgrade actual product (More User ?)

==== Feedback and Suggestions ====
  * **Objective**: Provide feedback
  * **Features**:
    * Submit product improvement idea
    * Participate in surveys planned

===== Customer Support =====
  * **Objective**: Efficient management of support queries.
  * **Features**:
    * Request calls from the sales/dev team, including file attachments and scheduling.
    * Access product owned documentation/wiki link