Customer Web Pages are the customer-specific, password-protected web pages to which you publish the Service Reports for a listing or closing record.
Each Customer Web Page is associated (linked) with a single contact record. A contact cannot have more than one Customer Web Page. In the event that a contact is an involved party in more than one listing or closing at a time, the contact's Customer Web Page will contain multiple service reports links – each corresponding to the property they are associated with.
When used in conjunction with the Service Report feature, a Customer Web Page provides a way of keeping your clients informed of the actions you are taking in order to sell their property or close their property transaction.
Once you have created a Customer Web Page for a listing/closing party, the Web address (URL) to their Customer Web page, username and password are emailed to the client, who can then log in to check the service activities performed on the property.
Every time you publish a service report, the service activities are updated on the client's Customer Web Page.
Note: Before you can create any Customer Web Pages, you must configure your Customer Web Page settings in the Listings & Closings Settings area.