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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:
Now we have added the features for you to manage ‘Inbound Calls’… Continue reading...
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
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
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
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… Continue reading...