You can reassign to a different support person and you can move question to other products, but you can not move a question from one customer to another. We use the CRMdesk as an internal tool and we often have the being a member of more than 1 customer. Customers here are more like departments. Therewith some people they can switch between customer and therewith they make mistakes sometimes. Especialy because you stay signed in with a cookie.
And also the support staff sometimes makes a mistake when registering calls for customers that call in by phone.
ID 153
Category Support Desk
Author Marc Woesthuis
Date Created 7/5/2007 9:06:13 PM
Date Updated 10/11/2011 10:10:14 AM
Status Acknowledged
Score 120
Promoted By
Jorge Luis Valenzuela
P Thomas
Boguslaw Franczak
SURJA ANDRIANA
Ran Sheinberg
Chahla Naouar
Jecki Elbaz
Rajesh Lakmanamurthy
Ilan Sharoni
Jeff Phillips
Tiffany
Marc Woesthuis
Comments
Rajesh Lakmanamurthy 9/9/2008 2:07:44 PM
This will be very valuable feature for us. Any idea on ETA for this?
cheers, Raj
Evgen Goncharov Staff 4/20/2010 4:50:43 AM
customer groups and group record access can be used to manage "departments" http://www.crmdesk.com/help/4.3.1.aspx as for mistakes - we'll see what can be done
P Thomas 10/11/2011 10:10:14 AM
turn over at customer sites requires that we delete the old EE & move records to an exisitng EE.
