Orders and Customers
By RE Media Hub
By RE Media Hub
Manage requests, customer records, teams, and daily operations.
Use the Dashboard
Review daily work and move from summaries to the underlying records. Where to Start Open Dashboard after signing in to your workspace. Your role and workspace configuration determine the options you can use. Recommended Workflow 1. Open Dashboard at the start of your working day and review the activity and operational summaries available to your role. 2. Use the relevant workspace section to investigate work that needs attention: Orders for requests, Calendar for appointments, or Listings for property media. 3. Confirm the current status on the underlying record before acting on a summary or reporting a result to a customer. If Something Does Not Look Right If a summary looks unexpected, compare the same scope and record in its owning section. Include the affected metric and record reference when contacting support. If you need assistance, use the Support page and include the page URL, expected result, and relevant record reference. Related Guides - Manage an Order from Intake to Delivery - Manage Customer Records - Contact RE Media Hub Support
Manage an Order from Intake to Delivery
Find and review order details, appointments, payment context, and communication. Where to Start Open Orders after signing in to your workspace. Your role and workspace configuration determine the options you can use. Recommended Workflow 1. Open Orders and locate the request you need to manage. Confirm the customer and property before making changes. 2. Review the ordered services and the details supplied with the request. Check access notes or custom intake answers before production. 3. Review the appointment and assigned team in the scheduling context. Confirm any change with the people affected before treating the new arrangement as final. 4. Use the order’s payment and communication context to understand outstanding work. Check listing media and the intended delivery surface before completing the handoff. If Something Does Not Look Right An order status, an appointment, and a payment record describe different parts of the workflow. Check the relevant record instead of assuming a status change performs all three actions. If you need assistance, use the Support page and include the page URL, expected result, and relevant record reference. Related Guides - Manage Customer Records - Contact RE Media Hub Support
Manage Customer Records
Keep customer details and order or listing context organized. Where to Start Open Customers after signing in to your workspace. Your role and workspace configuration determine the options you can use. Recommended Workflow 1. Open Customers and locate the intended person or business. Check the email address before creating a new record to avoid accidental duplicates. 2. Review the contact and profile information available on the customer record. 3. Use the linked order and listing history to understand the customer’s current work. 4. Review portal and billing context in the relevant sections when preparing access or delivery. If Something Does Not Look Right Correct the intended customer record rather than changing an unrelated customer with a similar name. Include an order or listing reference when asking support about a record mismatch. If you need assistance, use the Support page and include the page URL, expected result, and relevant record reference. Related Guides - Manage an Order from Intake to Delivery - Contact RE Media Hub Support
Organize Customers into Teams
Understand shared customer membership, pricing context, and delivery permissions. Where to Start Open Customer Teams after signing in to your workspace. Your role and workspace configuration determine the options you can use. Recommended Workflow 1. Open Customer Teams and review the group you intend to manage. 2. Check the associated customer members before making membership changes. 3. Review the team’s pricing, coupon, portal, and download-permission context where those options are available. 4. Review the customer-facing result using the intended customer or team context before sharing a delivery link. If Something Does Not Look Right Customer Teams manages customer relationships. Use Team Management for internal staff permissions. If shared access is incorrect, identify both the customer and customer team when requesting help. If you need assistance, use the Support page and include the page URL, expected result, and relevant record reference. Related Guides - Manage an Order from Intake to Delivery - Manage Customer Records - Contact RE Media Hub Support