Keep your Clients Informed with Customer Web Pages they can access anytime!

Do your clients know how much work you’re doing for them behind the scenes? What if you were able to hit a few buttons in 8i and create a report that they can log into at any time to review their activity summary? Well, you can!

To start, set your 8i preferences so that your Customer Web pages will display the information you want to share.

1) In your Preferences, go to Listings, then Select Customer Web page Setup

2) If you want to change your agent photo or logo for these service reports, here’s where you’ll upload new ones. Specify which of your websites you want to use for the Customer Web pages. It’s up to you if you want to list cash expenses and include specific names of team members who were responsible for a task.

3) Select a Listing or Closing and click the Manage Customer Web Page icon at the top of their Contact Record

4) You’ll receive the url for your Customer Web Page login, as well as the specific username and password for that particular client’s activity summary.

5) You can distribute this information to your clients so that they can login and review your activities:

6) They can login at any time and see all the work you’ve been doing for them. Costs incurred by the activities will also be listed, if you’ve set your Preferences to Include Cash Expenses.

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