Service History Group, Service by Customer
With the enhanced functionality of Service History Group and Service by, it can help you to deliver better customer experiences as it provides one consolidated view which focus on their customers rather than identifying one by one in the system. Thus, it increases the work productivity and customer satisfaction.
Create New Task
You can create a new task by specifying the customer, date, case no, status, item code, reminder, task description, and also allowing you to add service by (person).
Tasks For Customer Under Case
You can create a task in which it is related to customer under case.
Task – Upload Photo
It allows you to add photo as an attachment when a task is initially created.
Task Assigned
It allows you to assign responsibility to the relevant person to serve the customer. Those tasks assigned will be displayed in the case list.
Task Alert after Assign
The task alert is a notification you receive when somebody assigns you a task, or after you assign a task. It includes previous data which has not been read.
Filter Task
Search Task by:
(a) Customer, Start Date, End Date, Status, Reminder From, Reminder To, Service Person
With that, it can help you to specify a set of tasks according to your needs.