I would like my clients to be able to submit case requests into the system from my website without actually logging into the system themselves. Is this possible
No. For security purposes, the client must be logged in to create a case and have it enter your system. If information is able to be entered into a system without a login, that is not secure and the submitted information is not transmitted securely either.
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Can we integrate PI Direct Link into our website so that clients click on a link and are directed to our case management login page?
Yes. You can place a link on your website which will direct your staff, vendors and clients to your secure login page. This provides convenient access for everyone and improves your company image as well when clients and other potential customers ...
Clients Resource Page
The Client Section provides a list of all clients within the company. Each client has a profile where you can keep their contact information,details, notes and provide access to the system. Over to the left of this screen, click on the Clients ...
Case Number Customization
You can customize your case number using these parameters T = Case Type: You set the case type abbreviations that become part of the case number in Case Settings Y = Year: The two digit for the current year a case was opened M = Month: The two ...
Adding Multiple Assignment Dates to the Calendar
Q: When I set up a case the case is displayed on the calendar. I would like the ability to add additional days to the case. not sequentially, and have them display on the calendar also. Case in point; I have a case that we are working now for an ...
Can I link my PI Direct LInk system to my website?
Yes. You can certainly link your case management system login address to your website. On your end, you could call it whatever you want. Using your example, if you want it to be at PI.com/video all you would have to do is tell that link to point to ...