{"id":2020,"date":"2020-09-03T17:03:23","date_gmt":"2020-09-03T15:03:23","guid":{"rendered":"https:\/\/www.syncrogest.it\/guide\/?p=2020"},"modified":"2021-04-27T11:43:02","modified_gmt":"2021-04-27T09:43:02","slug":"area-privata-clienti-ticket-plus","status":"publish","type":"post","link":"https:\/\/www.syncrogest.it\/guide\/2020\/09\/03\/area-privata-clienti-ticket-plus\/","title":{"rendered":"Syncrogest AREA CLIENTI: area privata ad uso Client."},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><div class=\"vc_row wpb_row vc_row-fluid\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\n\t<div class=\"wpb_text_column wpb_content_element \" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<h2>Area client Ticket-Fatture-Preventivi (Step 1)<\/h2>\n<p>L\u2019area clienti, inizialmente dedicata al solo accesso Ticket da parte degli utenti Client, \u00e8 stata ora estesa per far accedere i Client in sola lettura anche ad altri moduli per visionare e scaricare i relativi documenti.<\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Per vedere tutti i Client attivi nel tuo Syncrogest vai nel Modulo Ticket e clicca sul pulsante in alto a destra con i 3 puntini. Questo pulsante ti fa accedere a funzionalit\u00e0 aggiuntive sul Modulo.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2120 size-medium\" src=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/1-300x143.png\" alt=\"\" width=\"300\" height=\"143\" srcset=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/1-300x143.png 300w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/1-768x366.png 768w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/1-1024x488.png 1024w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/1-60x29.png 60w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/1-150x72.png 150w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/1.png 1258w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Clicca sulla voce Client e vedi la lista di tutti i Client attivi.\u00a0<\/span><\/p>\n<p><b>PS<\/b><span style=\"font-weight: 400;\"> Puoi visionare i Client anche per singola anagrafica Cliente all\u2019interno della scheda Cliente del Modulo Anagrafiche.<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<div class=\"wpb_text_column wpb_content_element \" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-weight: 400;\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2119 size-full\" src=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/2.png\" alt=\"\" width=\"2846\" height=\"894\" srcset=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/2.png 2846w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/2-300x94.png 300w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/2-768x241.png 768w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/2-1024x322.png 1024w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/2-60x19.png 60w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/2-150x47.png 150w\" sizes=\"(max-width: 2846px) 100vw, 2846px\" \/><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\"><img decoding=\"async\" loading=\"lazy\" class=\"wp-image-2118 size-medium alignleft\" src=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/3-226x300.png\" alt=\"\" width=\"226\" height=\"300\" srcset=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/3-226x300.png 226w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/3-768x1019.png 768w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/3-772x1024.png 772w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/3-45x60.png 45w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/3-113x150.png 113w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/3.png 1084w\" sizes=\"(max-width: 226px) 100vw, 226px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2117 size-medium\" src=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/4-300x225.png\" alt=\"\" width=\"300\" height=\"225\" srcset=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/4-300x225.png 300w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/4-768x577.png 768w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/4-1024x769.png 1024w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/4-60x45.png 60w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/4-150x113.png 150w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/4.png 1076w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Qui vedi i dati del client sulla tab Utente, se ti sposti sulla tab Moduli puoi decidere di abilitare l\u2019accesso del Client anche su:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Interventi\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Fatture e doc<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ticket<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Preventivi<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Spunta i moduli che vuoi mostrare al tuo Cliente. Ricorda che il Cliente potr\u00e0 operare sul modulo Ticket, mentre sugli altri moduli (Interventi, Fatture e doc, Preventivi) il suo accesso sar\u00e0 limitato a vedere i documenti in sola lettura come storico e avr\u00e0 la possibilit\u00e0 di scaricarli. Non gli mostreremo tutti i documenti in automatico ma solamente quelli che tu andrai a spuntare come <\/span><b>\u201cvisibili al client\u201d<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2116 size-full\" src=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/5.png\" alt=\"\" width=\"2854\" height=\"1556\" srcset=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/5.png 2854w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/5-300x164.png 300w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/5-768x419.png 768w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/5-1024x558.png 1024w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/5-60x33.png 60w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/5-150x82.png 150w\" sizes=\"(max-width: 2854px) 100vw, 2854px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ecco come si presenta la consultazione dei documenti da parte del tuo Client.<\/span><\/p>\n<p><b>PS\u00a0<\/b><span style=\"font-weight: 400;\">Se un cliente ti apre un ticket tramite il Ticket form e la sua email non esiste gi\u00e0 registrata come Client, il software genera per lui un nuovo client e lo associa in automatico solo al modulo Ticket. Se vorrai potrai abilitarlo anche ad altri Moduli sfruttando le funzioni Ticket Plus del Piano Business PLUS.<\/span><\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<div class=\"wpb_text_column wpb_content_element \" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-weight: 400;\">Accedendo come client all\u2019area customer del portale, in caso di abilitazione a tutti e 3 i moduli, si potr\u00e0 vedere questo menu che consente di accedere alle relative sezioni. <\/span><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2121 size-full\" src=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/6.jpg\" alt=\"\" width=\"492\" height=\"299\" srcset=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/6.jpg 492w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/6-300x182.jpg 300w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/6-60x36.jpg 60w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/6-150x91.jpg 150w\" sizes=\"(max-width: 492px) 100vw, 492px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Le fatture e preventivi saranno condivisibili attraverso una spunta nel form (Visibile Client)\u00a0<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2122 size-full\" src=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/7.jpg\" alt=\"\" width=\"472\" height=\"302\" srcset=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/7.jpg 472w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/7-300x192.jpg 300w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/7-60x38.jpg 60w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/7-150x96.jpg 150w\" sizes=\"(max-width: 472px) 100vw, 472px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">la quale consentir\u00e0 di visualizzare la fattura <\/span><span style=\"font-weight: 400;\">ai client che sono associati a tale anagrafica<\/span><span style=\"font-weight: 400;\">. <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">I client oltre ai dati presenti in griglia potranno scaricare o visualizzare il PDF del documento condiviso.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">La condivisione sar\u00e0 visibile lato vs con un\u2019icona accanto al numero della fattura. <\/span><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"size-full wp-image-2123 aligncenter\" src=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/8.jpg\" alt=\"\" width=\"619\" height=\"203\" srcset=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/8.jpg 619w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/8-300x98.jpg 300w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/8-60x20.jpg 60w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/8-150x49.jpg 150w\" sizes=\"(max-width: 619px) 100vw, 619px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n\n\t\t<\/div>\n\t<\/div>\n\n\t<div class=\"wpb_text_column wpb_content_element \" >\n\t\t<div class=\"wpb_wrapper\">\n\t\t\t<p><span style=\"font-weight: 400;\">Idem per il modulo preventivi<\/span><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"size-full wp-image-2124 aligncenter\" src=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/9.jpg\" alt=\"\" width=\"613\" height=\"163\" srcset=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/9.jpg 613w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/9-300x80.jpg 300w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/9-60x16.jpg 60w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/9-150x40.jpg 150w\" sizes=\"(max-width: 613px) 100vw, 613px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Lato ticket, le funzionalit\u00e0 sono rimaste le medesime a parte che abbiamo ampliato la <\/span><b>possibilit\u00e0 lato upload<\/b><span style=\"font-weight: 400;\">, consentendo di caricare pi\u00f9 allegati anche in apertura Ticket, tramite la dropzone (drag &amp; drop)<\/span><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-2125 size-full\" src=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/10.jpg\" alt=\"\" width=\"616\" height=\"283\" srcset=\"https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/10.jpg 616w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/10-300x138.jpg 300w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/10-60x28.jpg 60w, https:\/\/www.syncrogest.it\/guide\/wp-content\/uploads\/2020\/07\/10-150x69.jpg 150w\" sizes=\"(max-width: 616px) 100vw, 616px\" \/><\/p>\n\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div><\/div><\/div><div class=\"vc_row wpb_row vc_row-fluid\"><div class=\"wpb_column vc_column_container vc_col-sm-12\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><section class=\"vc_cta3-container\"><div class=\"vc_general vc_cta3 vc_cta3-style-classic vc_cta3-shape-rounded vc_cta3-align-center vc_cta3-color-turquoise vc_cta3-icon-size-md vc_cta3-actions-bottom\"><div class=\"vc_cta3_content-container\"><div class=\"vc_cta3-content\"><header class=\"vc_cta3-content-header\"><h2>Sei pronto a iniziare!<\/h2><\/header><p>Prova gratuitamente per 30 giorni il Piano Business<\/p>\n<p>Registrati per la\u00a0<a href=\"https:\/\/www.syncrogest.it\/prova-gratuita\">Prova Gratuita<\/a>.<\/p>\n<\/div><div class=\"vc_cta3-actions\"><div class=\"vc_btn3-container vc_btn3-center\" ><a class=\"vc_general vc_btn3 vc_btn3-size-lg vc_btn3-shape-rounded vc_btn3-style-modern vc_btn3-color-white\" href=\"https:\/\/www.syncrogest.it\/prova-gratuita\" title=\"\" target=\"_blank\">Registrati per la Prova Gratuita<\/a><\/div><\/div><\/div><\/div><\/section><\/div><\/div><\/div><\/div>\n<\/section>"},"excerpt":{"rendered":"<p>Nell&#8217;Area Clienti rendi visibili ai Client i Report di Intervento, le fatture e i preventivi. Oltre alla possibilit\u00e0 di aprire e rispondere ai Ticket.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false},"categories":[33],"tags":[155,128,39,42],"_links":{"self":[{"href":"https:\/\/www.syncrogest.it\/guide\/wp-json\/wp\/v2\/posts\/2020"}],"collection":[{"href":"https:\/\/www.syncrogest.it\/guide\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.syncrogest.it\/guide\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.syncrogest.it\/guide\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.syncrogest.it\/guide\/wp-json\/wp\/v2\/comments?post=2020"}],"version-history":[{"count":6,"href":"https:\/\/www.syncrogest.it\/guide\/wp-json\/wp\/v2\/posts\/2020\/revisions"}],"predecessor-version":[{"id":2541,"href":"https:\/\/www.syncrogest.it\/guide\/wp-json\/wp\/v2\/posts\/2020\/revisions\/2541"}],"wp:attachment":[{"href":"https:\/\/www.syncrogest.it\/guide\/wp-json\/wp\/v2\/media?parent=2020"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.syncrogest.it\/guide\/wp-json\/wp\/v2\/categories?post=2020"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.syncrogest.it\/guide\/wp-json\/wp\/v2\/tags?post=2020"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}