7/30/2019 CRM Feedback_13th April 2012
1/2
Modifications (CRM, Quality and Sales)
The access provided to the Inbound User is fair but Data Search
is not working in the Inbound View.Done
Search is working only if we search with full name. It should
also work with Phone Number and First or Last Name or Ema
address.
Data Mining in CRM View is still not working. While doing
Search, CRM is getting logged off automatically. Done
Inbound user should be able to transfer cases to the Technical
and CRM Team according to the customers request andrequirement of
the case.Done
Not Happening. There is no option to transfer cases. Only View
option is available.
Inter-Departmental Transfer of cases working fine in the
following cases.Sales to Technical: Working Fine
Sales to CRM: Working Fine
Sales to Quality: Working Fine
Technical to Sales: Working Fine
Technical to Quality: Working Fine
Technical to CRM: Working Fine
CRM to Technical: Working Fine
CRM to Quality: Working Fine
There should be option to transfer cases from INBOUND to
Technical, CRM and Quality.
The customers details should be viewable only to the Team Leader
in the Sales View. Agents should not be given the viewall the
customers.
Any particular Team Leader will be able to view the sales
details of only those customers who have been sold by agents o
team.
For Ex, A Team Leader Mr. X, having 5 members A,B,C,D,E will not
be able to view the sales details of agent F as he is not
belonging to his team.
Done.
Will be able to check once the CRM goes live.
Pending Feedback option to be removed from the CRM View.There
should be only one option for Feedback Calls and all the pending
feedback calls will be available in it.Cases will get updated on
daily basis and cases pending from previous days should be carried
forwarded.
Done
Option still exists but cases are not getting updated. Option
for Pending Feedback Call to be removed.
Errors in the CRM
Under CRM View Order, the case history included is the Technical
Case history which is not required. Data mining not working.
Support Scheduler still not working. Cases are getting updated but
not getting stored in a common location. Under Quality View, cases
are not showing up. Customer list is empty. Data Search not working
in Quality View.
7/30/2019 CRM Feedback_13th April 2012
2/2
Technical Department:
After writing case history for any customer it will not shown
from agents crm account. When Tech Tls assign any case to his
agents that case is not visible in Tls Account. After completeing
case history it is still shown in Agents support viewer list In
Hardware Info portion there is no need for Processor, DVD ROM, DVD
RW, Mouse, Keyboard, Primary HDD,
CD ROM, CD RW
There is no need for Software Info, Network Info and Peripheral
Info in Hardware info section Frequest error While browsing
Warning: session_start() [function.session-start]: Cannot send
session cache limiter
headers already sent (output started at
/home/www24sev/public_html/crm/admin/includes_pages/header.php:1
/home/www24sev/public_html/crm/admin/view_customers.php on line
3 User has to provide both first and last name to search a record
while the requirement was to provide first, last,Accou
ID, telephone number and email address search parameters to add
more flexibility.
Manu designs are poorly constructed and is not per as the
requirement which we have submitted before. Please checkprevious
CRM model attachment for more referance.
Three tab should be visible to a technician after login which is
scarch customer,case queue and my account There should be a visible
case history while searching by the customers name
http://www.24sevenpccare.com/crm/admin/function.session-starthttp://www.24sevenpccare.com/crm/admin/function.session-starthttp://www.24sevenpccare.com/crm/admin/function.session-starthttp://www.24sevenpccare.com/crm/admin/function.session-start
