Cases is like a ticketing system. The kinds of things you can do with the cases system is as follows:
- Make appointments/schedule
- Create a case for a card
- Telemarketing
- Support cases can be logged against machines
- customers can create there own cases in respect to there web orders
- These cases can be linked back to the card or machine.
- Within a case you can create a sales quote/order or service order.
The Cases tab on the Card Detail window shows you information about the cases that have been raised for this a card.
| Expand | ||
|---|---|---|
| ||
|
...