What are all the various sources of cases?
Ans: The various sources of cases are phone, e-mail and website portals, through which customer contacts the company.
- Customer phone call: Add a case manually, based on the telephonic conversation with customers.
- E-mail message : Add a case manually, using Outlook Plugin when customer sends e-mail to your Outlook mail client.
- Website portal : Capture the cases from your website using Web–to–Case form.
Is it possible to send replies to the customer queries from the Cases module?
Ans: No, you cannot send replies to the customers from Cases module.
Why are cases submitted through Websites not captured in Cases module?
Ans: Sometimes, cases submitted through website are not captured if
- The password is changed after publishing the web–to-case form, or
- If necessary Web form action entries in your HTML page are removed while customizing the web-to-case form
How can I view all users 'Recent Items' on the left column instead of just mine? This way, I am signalled if another user has added or amended an item.
Hi, Currently we do not have an option to see all users 'Recent items' on the left column instead of your. However, we may analyze and provide this in our future updates. Regards. Vidya
As a Director I have customized my settings for PO, Sales orders and invoices etc....
How do I then copy these templates into the other user accounts
Thanks