Category "Case-Task Guide"

Sometimes, you need to upload files which is related to your case for your customer’s reference. By using CRM system, you can upload your file when creating new case or editing an existing case. All will then be automatically stored in a folder associated with CRM case.

Below is a guide to show you how to upload files.

1. Click on “New Case” (Activity > Cases > New Case).

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2. You will get a case form. Fill in the case details. Click on “Choose File” to select a file from your computer. If you select file successfully, it will show out the file name in the text field beside the “Choose File” button. If you have completed the step, click “Submit” at the bottom of your browser.

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3. If you want to upload file for an existing case, you need to click on “Case List” (Activity > Cases > Case List) and click on “Edit”.

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4. Click on “Show Upload”. Then, click “Choose File” to select a file from your computer. If you have completed those steps, click “Submit” at the bottom of your browser.

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By using CRM Malaysia system, case files are automatically created by the system and uploaded into a folder. You can search for your case files in crm_case folder. Your case files will be contained in the folder.

A few steps will show you about how to show your case file.

1. Click on “Upload Document”(Admin > File > Upload Document). in your navigation bar.

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2. Click on “crm_case’ at the left side of your browser to show out your uploaded file.

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You can set your task template when creating a new case. CRM Malaysia realise the importance of being able to select different templates for different task. You do not have to customise or add your details manually whenever a case email has to be sent.

The few steps below will show you how to set task template when creating a new case.

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After you have created a case, you can send a case email to the customer when the customer requests. Sometimes customers will request a case email containing task information, so they can constantly keep track on their project and progress.

This tutorial will show you how to send case email.

1. Click on the “Case List” (Activity > Cases > Case List).

2. Click on the “View”.

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3. Click on “Send Email” below your navigation bar. Then you will get an email form. Fill in the case email details, e.g. SMTP server, Subject, Schedule and Send To. You may insert the emails manually or select a mailing list you have created earlier.

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4. A notification will pop up to remind you that the email has been scheduled. Click on “OK”.

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CRM Malaysia has a functionality on creating task template for future use. The task templates allow you to select different templates when assigning different task to case activity. It is useful when you need to include different information or requiring different layout for different cases.

The tutorial below will show you how to create task template.

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