CRM
The integrated μCRM in the operator application enables easy access to data that needs a call center agent to handle the call. Basic structure:
- Person
- Contacts (phone number, email, address, etc.)
- Interaction (communication with the client through various channels)
- Phone call
- SMS
- Tasks (tasks that cannot be processed immediately, e.g. during a call)
Links
It is possible to create between individual objects (persons, e-mails, bags, calls). links using special links. The link format consists of the object type, character grid # and object ID. The following links are supported:
- C#1234 - reference to client ID 1234
- E#482 - link to email ID 482
- T#13579 - link to the ID 13579 stamp
- P#1652903576.1000 - link to call ID 1652903576.1000
Example of a link to email ID 482 in tabs:
When you click with the left mouse button on the link in the tab, it is copied to the E#482 box and subsequently it can be pasted in another place and thus create a link to this e-mail.
Example of inserting links into a bag:
Subsequent display of the bag:
When you click the left mouse button on a link in a task or e-mail, the object to which the link points (e-mail, task or client) opens.