What is a Customer Site?
A ‘customer site' is the term for your view of your customers’ TraceGains Enterprise site. Customer Management from TraceGains Gather® allows you to utilize this view to perform common tasks and review data without the need for constant communication.
Levels of access may vary user to user and site to site. Your level of access to your customer’s site is predetermined by that customer. What you see when navigating to their site will depend on what level of permission your role is granted.
Why Access a Customer’s Site?
There are many reasons you’d want to access your customer’s TraceGains Enterprise site. Listed below are a few common use cases:
Verify Contact Information
You can verify the contact information associated with the individual responsible for updating a specific document within the customer's organization through the Documents tab. Use the ‘Item Name’ or ‘Type’ filters to refine the results. Scroll horizontally to explore the grid until the relevant contact details are identified.
Verify Item Data
For a comprehensive review and confirmation of item data, you can use the Items Supplied tab. For added efficiency, use the 'Item Name' filter located at the top of the grid. Access the detailed view of the item data by clicking the edit gear icon. If necessary, you can export the data effortlessly by selecting 'Print' from the hamburger menu.
Review Documents Provided/Status
To verify whether your customer’s documents are approved or expired, you would go to the Documents tab and filter for the Item ID or Name, press Enter, then look at its status. You can also click the file link to download and review the document.
Upload Documents
You can upload a document directly to your customer’s site rather than sending it to them and waiting for it to be uploaded by them. To do this, you would navigate to the Documents tab and click ‘New’, then upload the file and fill out the information. Once you click Save, the document will be ready for them to review.
How to Access a Customer’s Site from TraceGains Gather® Customer Management
There are two options, detailed below, within the Customer Management app that seamlessly bring you to your customer’s Enterprise site. The first is to visit a customer’s site from the All Customers dashboard. The second option is to visit a customer site from an individual customer record.
You can access sites only for customers that are fully connected for sharing. This means they must have the ‘Active’ status in your system. Read more about managing customer connections here: Accepting Customer Connections
Access Customer Site from Grid
Step 1: Log in to your TraceGains account and select your organization’s TraceGains Gather® site.
Step 2: Navigate to Customer Management > Customers.
Step 3: From the Customers dashboard, locate the desired customer by searching or sorting by name.
Step 4: Click the ‘external link’ icon () on the far right of the customer’s row to access their site.
Access Customer Site from Customer Record
Step 1: Log in to your TraceGains account and select your organization’s TraceGains Gather® site.
Step 2: Navigate to Customer Management > Customers.
Step 3: From the Customers dashboard, locate the desired customer by searching or sorting by name.
Step 4: Click the customer’s name to enter their individual record.
Step 5: From the ‘General’ tab, click the button that reads ‘Access Customer Site’ on the right of the page.