Customer Read Only Page

Project Collaboration /

Real-Time Project Updates

Provides clients with real-time, read-only access to project progress and updates, enhancing transparency and communication

What is the Customer Read Only Page?

The Customer Read-Only Page in Mission Control is a dedicated, secure web page that provides clients with real-time visibility into the progress of their projects.

This feature allows clients to access key project information, such as task status, milestones, deadlines, and overall project health, without the need for direct interaction with the project management team.

The page is view-only, ensuring that clients can stay informed without being able to alter any project data.

Why is the Customer Read Only Page important?

The Customer Read-Only Page is crucial because it enhances transparency and communication between project managers and clients. By offering clients direct access to project updates, it reduces the need for constant status meetings and email updates.

This transparency builds trust and confidence in the project management process, as clients can independently verify progress and identify any potential issues early on. It also streamlines the project management workflow, allowing project managers to focus on delivering results rather than providing frequent updates.

Your Salesforce Project Management Command Center

Mission Control provides an extensive feature set to enable you to manage your end-to-end Project Management in Salesforce

What are the benefits of the Customer Read Only Page in Mission Control?

The benefits of the Customer Read-Only Page include:

Improved Client Communication: Clients can access up-to-date project information anytime, leading to fewer inquiries and better-informed clients.
Enhanced Transparency: Clients have real-time visibility into project progress, fostering trust and ensuring everyone is on the same page.
Time Efficiency: Project managers save time by reducing the need for regular status meetings and email updates, allowing them to concentrate on core project tasks.
Client Empowerment: Clients feel more involved and in control of their projects, as they can independently monitor progress and milestones.
Security: The read-only nature of the page ensures that clients cannot modify any project data, maintaining the integrity and accuracy of the information shared.

The Customer Read-Only Page is a powerful tool that not only enhances client communication and transparency but also streamlines project management by saving valuable time. By providing real-time, secure access to project updates, this feature empowers clients to stay informed and engaged, ultimately leading to stronger client relationships and more efficient project delivery.

Kosmo’s Feature Focus: Customer Read-Only Page

Campfire: Client Read Only Page

RESOURCES

PRODUCT SUPPORT

LEARNING