Correspondence with a customer

Материал из WiKi - UserSide

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All relationships with the customer are collected and structured in one interface.

The customer's messages, operator replies, SMS sent to the customer and work tasks on the customer are displayed in chronological order.

You can write a message (with attachments), send an SMS or create a task.

It is also possible to register a call from a customer and specify the information received from the customer. In this case - a task will be created (immediately with a completed status) of a certain type, containing all the information.

This functionality is available both in customer's card and in the "Messages" section.