The Sage Network portal manager serves as a centralized hub for monitoring customer and vendor interaction within Self Service, providing valuable insights into customer payment activities and usage patterns. With its user-friendly interface, it allows you to easily track who has accessed the Self Service portal using specific links, empowering you to make more informed decisions when it comes to enhancing the customer experience and optimizing your business processes.
Accessing the Portal Manager
Located at the top of your Sage Inbox screen, you’ll find an option that enables seamless navigation between Inbox and the Portal Manager. This grants you convenient access to the Portal Manager, which allows you to easily view which customers and vendors have enabled their secure links.
Navigating the Manager
When you first enter the manager, you will see a welcome screen inviting you to view the portal. From here, you can monitor customer and vendor activity, review usage statistics, and more. You’ll also be able to access the deeper insights into customer payment activities such as current balances, payment status and more.
Within the manager, you will be able to see a detailed view of the number of open invoices, amount past due and outstanding balances for each individual customer or vendor listed within your connected accounting system.
By leveraging the powerful tools available in the portal manager, you can quickly gain insights into how customers and vendors are interacting with your Self Service portal and make necessary changes to optimize their experience. Now you’re ready to get navigating!