What Your Client Sees When Managing Existing Orders |
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When your client logs into your XSite, they have several options for managing their existing orders. Here's what they'll see when they're managing their orders:
- On your XSite, the client will click Client Login, enter their username and password, and click Next. This will take them to the Orders page.
- Their existing orders will be displayed in the All Open
Orders section here. To manage any order, simply double-click it in
the list.
- The order will appear in a new window. Using this view, your client has
several options:
- Print the order
- Upload a document to the order.
- Send a message about the order (this message will appear in the audit trail for the order)
- Fax a document to be attached to the order (this option uses DirectFax to send the document using any fax machine)
- Cancel or Delay an order (this depends on the current status of the order, and is not always available)
- Duplicate an order to place a new order for the same property
- Place an order on hold, and then once on hold, resume it.
- Request a revision when the order has been delivered.
- If using a credit card for payment, they can update the payment information.
- View status updates in real time
- View all available order details, special instructions, and contacts for the order
More:
When Managing Completed OrdersMercury
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