The CRM Ticket system makes it possible to write/paste a note into the customer's account regarding order tracking or general follow-ups.
You can insert a date for when to carry out a follow up. When the day arrives, the CRM ticket will appear in a queue so that you have a common location to see what needs to be followed up. When the CRM ticket is finalized, it can be set to inactive.


The CRM Ticket module is located just under the Trouble Ticket module.

The available drop down choices
On adding a CRM ticket, the above screen is displayed. You can select the desired functions here.

The CRM module has 3 queues for following up cases the Call Center adds.
CRM product ordering/modification.
Used if the customer orders products that cannot be delivered immediately.
CRM for follow ups.
This contains the cases to be followed up; e.g. after a given date.
CRM Inactive.
Finalized historical cases.
The individual order queues contain information on when to carry out the follow up.

The above is an example of: CRM product ordering/modification queues containing all of the cases concerning the ordering of products not immediately available.