...
In the Attachments tab (also on the left of the screen), you can search, download, or delete the customer's attachments if necessary.
On the right side of the screen, the Interactions and Tickets tab summarizes the customer's activity in the form of cases registered in the platform, showing them from the most recent to the oldest. For each case, you will also see an indicator showing the case number, its status, its assigned agent, and its creation date. By clicking on the case number, you can access the case management view and see the complete case information.
...
Finally, in the Related Customers tab, you will find a list of other customers related to the customer you are viewing. In the list, you can add, edit, or remove related customers to the current customer if necessary.
When adding or editing a relationship with another customer, the labels represent the nature of the relationship between both customers.
Cambiar historial |
---|