Within OpenCRM you can set up Companies and link Contacts. To give you an easy indicator of who the primary person at the Company you have the ability to set a Main Contact. This information can be reported on, giving you various options for creating actions for those people. In addition to reporting on this important customer relationship indicator, you can see this clearly on your Company record, within the Contact subtab. Additionally it appears on your organisation overview popup. And on Tickets and other records, highlighting to your whole team who has the permission to discuss invoices, authorise address changes, or other high-level decisions in your customer processes. This designation of Main Contacts is something that we, ourselves, use as part of our security procedures. You will be asked, when you sign up, to designate an single individual to be our Main Contact for authorising important system and invoice changes. This individual will also be signed up to receive scheduled maintenance messages. Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity. Why not stay up to date with this series, as well as our webinars and knowledgebase videos by subscribing to our YouTube Channel?
Want to know more about the team here at Open CRM? Read our blogs and success stories (and watch our webinars and videos) to find out how we and our customers use the system, some favourite features, and tips for getting through your busy day.
- Creating Tickets manually
- Viewing Ticket stats related to time recording and open times
- Logging time and Activities against a Ticket
- Sending updates to your customer from the Ticket
- Closing a Ticket and setting the Solution
- Automatically creating Tickets from emails
- Managing your SLA times
- Billing for your time
- Using the Customer Portal to manage Tickets
- And so much more
You sent everyone home to work remotely. Then you made all the changes. You had a one-way system in place. You spent a fortune on hand sanitizer for everyone and brought some or all of the team back. Then it all kicked off again…So, how’s everyone’s 2020 going? ...