(2024.2) Introduction to the CustomerCenter

For Users

Getting Started

Using Alerts and Quick Links

How to use the Alerts and Quick links widgets.

Using the Cart to Request Services and Equipment

Using the CustomerCenter to initiate requests in PCR-360.

User Preferences

Setting your User Preferences.

For Administrators

Introduction to Admin Menus

How to start customizing the menus.

Theme Manager

Using the Theme Manager to customize the CustomerCenter to match your branding.

Custom Menus and Labels

Adding or Removing Menus, Links, and using Permissions to restrict access

Custom Content

Adding sections of information

Custom Questions

Setting up and using Custom Questions / Action User Defined Fields in the CustomerCenter