Create Client Login Accounts |
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Whenever you create new contacts in WinTOTAL, you can easily create client login accounts on your XSite at the same time. In addition to consolidating and simplifying the ordering process for both you and your clients, client login accounts provide a variety of other benefits, such as:
- You can automatically send your clients an updated status message when you change the status of their orders.
- Your clients can view the order details for existing orders or place new orders from your XSite.
- You can deliver the finished report back to your XSite so that your clients can pick it up at their convenience.
- Your clients don’t have to sign up on your XSite in order to use your XSite’s ordering features.
To create client logins for your clients…
- From WinTOTAL’s contact manager, choose a contact or company from your list and click Edit to open the contact.
- When the Contact Details screen appears, check the box(es) to indicate that the contact is either a Lender or Client in the Type of Contact section at the top of the screen.
- If you’re editing an individual contact, check the Allow this
client to login box in the XSite Login section on
the right and then type the Username and
Password you want your client to use, in the available boxes
on the right.
- OR –
If you’re editing a company contact, scroll to the Contacts in Company section at the bottom of the Contact Details screen and Add or Edit a contact in your client company. Then, just fill out any necessary contact information, check the Allow this client to login box in the XSite Login section on the right, and enter a Username and Password for your client.
- Finally, click OK to save your changes. The client login is then created for your client and notifications are sent to inform your client of their login credentials.
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