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We have added some new enhancements in time tracking. Your agents can now view their timesheets in a weekly view, and submit a weekly report to their manager for approval. Some new reports on timesheet are also added. An online help doc is added to to our leaning center. (… Continue reading... We’ve just posted some new content in our learning center: Online help for Knowledge Articles ( also with PDF download ) Also the new “How Do I” page, which is a collection of some common CRM tasks… Continue reading... Organizations, Contacts, Opportunities, Assets, Case Tickets… All related and tracked in EBSuite. In this post we explain how you might might build a relationship between two entities not otherwise connected to each other. Continue reading... For EBSuite Accounts using the Support Module and wishing to track Service Level Agreements (SLAs) This is a follow up post for our previous blog entry: Revenue Tracking for your Support Team Continue reading... With the Support Module you can track Service Level Agreements (SLAs) and bill hours against the SLA from either Cases or directly from the Organization. The Project Module in EBSuite allows the Project Manager to define a budget for the project. Similarly for your customers with Support Contracts you can track SLA charges an keep… Continue reading... In your EBSuite account you probably already know how to add additional custom fields to track all of the details around an entity (a Contact, an Organization, a Case, etc.). But any entity will typically have relationships to other entities within the database. For example, a Case submitted by a contact my have an… Continue reading... |
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