Manual de Usuarios

Código: IDI-MA-01
Versión: 07
Vigencia desde: 06/05/2024

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The Customers module contains information about individuals or companies that have acquired (or could acquire) the goods and/or services offered by your company, and who communicate through the different communication channels offered. When a customer contacts your company, Sagicc creates a customer profile where all their information can be stored and consulted, including:

  • Basic Information

  • Contact Information

  • Attachments associated with their tickets

  • Information about recent Tickets and Interactions

  • Related Customers

Through the side menu, you can access the Customers module.

Sagicc will take you to a list where you can navigate through all the existing customers on the platform. For each case on the list, you can view basic information such as the type and identification number, name, last name, and creation date. By clicking on the Add Customer button (in the upper right corner), you can display a form to add a new customer to the platform.

By clicking on View (in the Options column), you can access the profile of a specific customer. Also from Options, you can Disable or Delete a customer.

Versión Fecha Comentarios
Versión actual (v. 3) feb 25, 2023 20:09 Laura Ortiz
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