Glossary Client Portal

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C

Client Portal

The GoodX Client Portal is a communication and workflow platform that is used to communicate, process, manage and keep track of user issues and requests. Registered users are able to log and view support requests (tickets) in the GoodX Management System. Users administrating more than one installation can register on all the installation's contact lists and thereafter have access to all the tickets of the installations which are applicable to the specific practice or bureau. The Client Portal is used by GoodX Clients, such as Practices and Bureaus. 

Please Note: With regards to the below roadmaps, should a user not be registered on the Client Portal yet, the user needs to register first by following Step 1.  Once a user has been registered Step 2 must be followed on Roadmap 1 or 2.

Web App: 

Shortcut: N/A

Roadmap - New user (Step 1): WB https://client-portal.quantsolutions.co.za/login > S Login > B Register > S Register Account 

Roadmap 1 (Step 2): NW - B Client Portal

Roadmap 2 (Web Browser) Registered user (Step 2): WB https://client-portal.quantsolutions.co.za/login > S Login > Complete Username and Password - B Login 

User Manual Link: The Client Portal


Desktop App: 

Shortcut: N/A

Roadmap: N/A

User Manual Link: N/A


H

How to Log In to the Client Portal

Logging in to the Client Portal enables registered users to access their Client Portal profiles, where users are able to submit and view support requests (tickets) in the GoodX Management System. 

Web Browser: 

Shortcut: N/A

Roadmap: URL https://client-portal.quantsolutions.co.za/login > Complete required fields > B Login - S Open Tickets


L

Log a New Ticket (Client Portal)

If a GoodX Client encounters any issues within the system, or there is a development request that the Client would like to make, then a ticket can be logged through the Client Portal. The GoodX FCL (First Client Liason) responsible for the Practice would receive the logged ticket, and ensure that the correct measures would be taken to complete the ticket.

T

Ticket Feedback

The Ticket Feedback survey is a convenient way for open communication to occur between GoodX and its clients, regarding any prior or new issues which have been logged with GoodX via the Client Portal. The Client will receive an email where they will be able to state whether their issue has been resolved correctly or if further steps need to be taken in this regard. With this information, GoodX can determine whether further assistance is needed to solve the client's issue. 

Shortcut: N/A

Roadmap:  Email Received > B Rate your ticket resolution on our client portal - S Ticket Feedback

User Manual Link: Ticket Feedback