Random Thoughts

EBSuite now on Twitter

We just started twittering

http://twitter.com/EBSuite


HOWTO

How to record an Inbound Call.

EBSuite CRM has had the ‘Call Management’ feature for you to manage Outbound Calls for a while, with Call Scheduling, Call Scripts, Call Assignment, Reminders, and Reports.  To see a demo for that, please follow the link below:

http://helpdesk.ebsuite.com/supportbbsd.jsp?id=151

Now we have added the features for you to manage ‘Inbound Calls’…

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HOWTO

Activity and Productivity Reporting

We have just added 5 new reports

  • Main -> Reports -> Activity / by User

This reports shows for each user, how many Calls/Appts/Tasks/Notes/Emails/Opps/Cases has been processed / attended / closed.

  • Case -> Reports -> Case Report – Status / Assignee
  • Case -> Reports -> Case Report – Duration / Assignee

Tips

Support Module – One Click -Create and Close- a Case

New features from the Professional Development team


You may create a case from the contact record, save it to the case log and close it in one click
Click here is see the “Create and Close” feature


New

Predefined Standard Survey

We’ve added / enhanced the survey features for Case and Knowledge

  • Standard Five-Star Knowledge Survey this survey will let your portal visitors give each knowledge article a score from 1 (lowest) to 5 (highest )
  • Standard Five Star Case Survey this survey will let the Case Contact/Client to rate the ticket handling

Tips

New Case Keyword Added: allow Client/Contact to close a case

We have added a new keyword in Case Email Template: ##CASE_CLIENT_CLOSE_URL##

You can use this keyword to request the Contact/Client for a case to close their own ticket. For example, you can define your case support email template to be something like
… If you think this resolves the issue, please click on the…

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