Having Client Portal integrated into Xperience would be great!

Jen

 

  Jennifer L Stipe

  VP, Loan Operations Manager

  Phone - 717.929.2205

  Fax - 717.768.3494

 

BB-Logo-Final

  309 North Ronks Road

  Bird-in-Hand, PA 17505

 

  www.bihbank.com

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From: xxxxxx@marug.simplelists.com <xxxxxx@marug.simplelists.com> On Behalf Of Sally Wolgin
Sent: Wednesday, September 18, 2019 11:22 AM
To: xxxxxx@marug.simplelists.com
Subject: SilverLake MA-RUG FW: Wish You Could Create JHA Cases in Xperience?

 

The e-mail below is from an external source. Please do not open attachments or click links from an unknown or suspicious origin.

Hello!

 

Jack Henry has asked me to pass this along to our user group.  JHA wants feedback on their project to creating cases in XPerience.  Please take a look.

 

Sally

 

From: Gwen Martinson <xxxxxx@jackhenry.com>
Sent: Wednesday, September 18, 2019 9:02 AM
To: Sally Wolgin <xxxxxx@meridianbanker.com>
Subject: Wish You Could Create JHA Cases in Xperience?

 

Good morning Sally,

 

I am the Business Analysis Manager for Jack Henry & Associates’ For Clients portal. In partnership with our For Clients Advisory Board, and as suggested by our members, we are contacting additional user groups and national boards to obtain feedback from a wider audience regarding a project that’s currently in design to allow the creation of support cases from within Xperience.

 

You are receiving this email because our information indicates you are the President of your particular group. If you don’t mind, we would like to ask that you please forward this email to all of your members to allow everyone within your group to participate.

 

 

Project Synopsis

 

This project will allow you to create a case within Xperience and submit that case to JHA without leaving your Xperience session. One of the main goals for this first phase is to be able to gather log files directly from your Xperience session and automatically attach that information to the case. This will reduce the amount of time it takes for JHA support representatives to locate those logs, allowing them to provide a quicker response and resolution to your issues.

 

It has been brought to our attention that a large number of Xperience users are not authorized to submit cases to JHA. We would like to obtain feedback from you regarding this particular aspect to ensure our design best meets your needs.

 

Even if your company does not currently use Xperience, we still want to hear from you about your current processes!

 

We would like to have all of the responses returned by Wednesday, September 25th. We appreciate you taking time out of your busy schedules to assist us with this very important project!

 

 Xperience User Information

 

 

Gwen Martinson | Tchl Bus Analysis, Mgr | TS-PeopleSoft Ops-CRM

Jack Henry & Associates, Inc.® | Ph. 417.235.6652

 

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