NextGen’s NEW Client Resource Portal is at Your Service!
As a dedicated systems integration partner, clients know they can always depend on NextGen for ALL of their security needs. In our continuing commitment to deliver the very best in customer service, we are very pleased to introduce our newly launched Client Resource Portal. Easily accessible right from our website, the Client Portal provides you with quick and easy access to all your account data and information.
Powered by trusted and secure Khameleon software, the portal is a comprehensive resource tool, super convenient to use and completely free of charge. It offers customers real time access to current project status information, outstanding proposals, and both current and previous service incidents. Customers can also leverage the portal to access and reprint open invoices and create new service requests.
Getting started is easy!
Customers can access the NextGen Client Resource Portal from this link – https://crp.nextgensecured.com – or from the Customer Login link on the NextGen Security website. Login credentials to the Client Resource Portal are administered by firstname.lastname@example.org.
Customers can be given access to the three primary areas within the Client Resource Portal which are: Project Status, Service Requests, and Open Invoices.
When the user clicks on the Project Status tile, they’ll be taken to the main Project Status screen, which is essentially a summarized Work in Process (WIP) report for the customer. The Status Comments field contains the most valuable and extensive client information and consists of information entered by the project manager, from within their WIP screen.
The Order number is also available on the Project Status screen and hyperlinked to an additional canvas with specific order details, such as line number, quantity, item number, and description. Also accessible from the Project Status area are all change orders totaled, the amount invoiced and the remaining balance due.
Clicking the Service Request tile will bring the user to the main screen which displays all open service calls for the customer. Directional arrows are provided within the column headings enabling the user to sort by location, date created, or status. New service call requests can also be made. The Service Request area of the portal also features a drop-down filter that shows open, closed, or all incidents. Customers with mandatory or regulated reporting requirements can run a report of all incidents over a designated period of time and these results can then be turned into a report in Excel.
The third and last section of the Client Resource Portal is accessed by clicking the Open Invoices tile. This screen allows the user to review all open invoices on their account, as well as reprint to pdf using the hyperlinked invoice number.
The NextGen Client Resource Portal is just one more offering that reflects our commitment to delivering best-in-class service to our client partners.
Call us today 484.235.5520 or email email@example.com for details.