Hi there,
I’m looking to start a new business in 2013 which essentially is a link between my clients and several companies. The link would contain secure information. Can EE meet my needs?
The workflow would be as such;
Client- secure signup/login, complete a secure form, data which is held on-site (securely) and also emailed directly to admin.
; Client can logon and review this data and make changes/additions anytime.
Admin to review data (on-site) and edit/cull and forward certain information to several companies.
Companies have secure signup/login; Companies review data and accept request (payment)
Companies complete a secure form in reply. Reply is sent to client via login (inbox feature) with a email prompt. Client reviews and can reply on site.
Requirements;
Membership login (Clients/Companies/Admin)
Custom data forms held online copy sent via email to admin
Online chat message/inbox function between Clients-Companies-Admin
Logged information viewable by admin
I hope the above information can assist with your recommendations. Is this possible with EE?
Kind regards,
Mark