CUSTOMER SERVICE MANAGEMENT
- Complete case activity tracking
- Automated customer email response
- Automated technician response
- Automated or manual service activity assignment
- Real time case status updates
- Unresolved case alerts
Convert an Inbound Email into a Case
An inbound email arrives in your Outlook inbox. By selecting the Track button you are able to automatically link that email to an account or contact in CRM. When you choose to convert the email to a Case, you can decide if it is related to an Account or Contact and then open that new Case automatically.
FIELDBOSS® Case Tracking
Run a workflow that will automatically send the customer an email to let them know the case has been opened. FIELDBOSS® takes information from the Case form and updates the related customer record automatically.