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Thread: Using Cases For Customer Support

  1. #1
    cbjroms is offline Member
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    Feb 2011
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    Default Using Cases For Customer Support

    I have just started to use the Comminity Edition and deciding how best to apply it to my business.

    I have a sales person on the road and he is visiting customers and collecting questions that he needs to get answered by other people in the business. I want to be able to see the questions that are being asked and also track them being answered in a timely manner.

    It seems to me that these can be treated as customer support issues and we can use the Cases module to track them.

    Am I on the right track?

    Thanks

    Chris

  2. #2
    andopes's Avatar
    andopes is offline A Sugar Hero | Help Forum Moderator
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    Default Re: Using Cases For Customer Support

    Hi Chris

    You definitely are in the right direction.
    Cases module fully accomplish your business.
    Additionally you can do much with Cases module:
    You can create categories and subcategories on Cases the way it is easy to identify who is the right person to figure them out.

    Best regards
    André Lopes
    DevToolKit / Project of the Month - June 2009
    Lampada Global Services- Open Source Solutions
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    Bloco B - CJ 1602
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    Office: +55 11 3237-3110
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    e-mail: andre@lampadaglobal.com

    Lampada Global delivers offshore software development and support services to customers around the world.
    Lampada is proud to be a SugarCRM Gold Partner, revolutionizing Customer Relationship Management.

    I DO NOT answer questions through PM and Email. If you need some help post your question into SugarForum.

  3. #3
    cbjroms is offline Member
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    Default Re: Using Cases For Customer Support

    Thanks andopes,

    But what is the difference between using Activities to record questions/answers and Cases to do the same thing? Is one way better than another?

    Thanks

    Chris

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