If you have known duplicate Contacts or two or more Organizations that are in fact the same, you can quickly select the records and either Merge them or first search for duplicates, then merge – the newer information will survive to be the remaining record.
Contacts that are associated with an Organization will also be… Continue reading...
Two new documents posted on EB Learning Center, under the [Online Help] section.
If you are a Support Module user you may want to update your Case Views to reflect all the dimensions of the Cases you’re tracking.
You can display your Reminders, Escalation Status, Duration Time, Who last touched the Case, and highlight your case Status.
To send a Campaign within the Marketing Module the first question is WHO – You can create an Audience (a list of who to send to) to be either created as a Static List or a Dynamic List
The Dynamic List will filter the current database for new entries every time the list is… Continue reading...
For Support Module Users: If you need to track the amount of time to retire a case, use the Time Tracking tool and display the total time and cost dynamically.
As your Support Module agents work on cases you may want to track the time spent on cases. You may be measuring productivity, identifying… Continue reading...
In the EBSuite application we house Contact information, Organizational data, and details on Opportunities – for any of which you may want to control access.
In general, if a user is on the Access Team then that user effectively owns the record and the data. If the User should just see the data and not… Continue reading...
EBSuite has always had the Survey feature, where you can
- Define your own survey,
- Link it to a case or have a it be the default survey for a custom portal
- And send out the survey link in an email.
We are in the process of consolidating our help/doc/KB/FAQ/tutorials into one place: EB Learning Center. As part of this ongoing effort, we just posted the new <Email Campaign Guide>, located under the [Online Help] section, at http://www.ebsuite.com/iHelpLearn.jsp