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How To Create And Manage Case Module In Suite CRM

To Create And Manage Case Module In SuiteCRM

This video explains the method to Create And Manage Case Module In SuiteCRM

Enter into the cases module

Create a new case module Add the account module

Enter the description The case module has been created successfully Create a contact for the account module Enter the contact details The contact has been created successfully This is method how to manage case module

With this ,the method to Create And Manage Case Module In SuiteCRM comes to end here

Tag : SuiteCRM
FAQ
Q
What are the features of the Location module in Suite CRM?
A
The Locations module is used to capture the venue/site information where events are held.
Q
What are the modules that available in Suite CRM?
A
Accounts module
Bugs module
Calendar module
Calls module
etc..
Q
What is the use of Suite CRM?
A
SuiteCRM is a free and open-source customer relationship management (CRM) solution that gives users highly actionable insights on which to base critical business decisions, actions, and strategies.
Q
What is the use of Knowledgebase module in Suite CRM?
A
The knowledgebase can be used as a structured repository of solutions coming Appeals. When a new treatment is entered into the system, the system compares the topic of the new treatment with the topics and contents of the existing Knowledge Base articles and automatically suggests options for suitable articles, which makes it possible to speed up the search for an answer to the received treatment.
Q
What is the use of Cases module in Suite CRM?
A
In SuiteCRM Cases are used to record interactions with customers when they ask for help or advice, for example in a Sales or Support function. A Case can be created, updated when a User is working on it, assigned to a colleague and closed when resolved. At each stage of the Case, the User can track and update the incoming and outgoing conversation thread so a clear record of what has occurred is registered in the CRM. Cases can be related to individual records such as Accounts, Contacts, and Bugs