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Thread: Cases flow

  1. #1
    runa is offline Junior Member
    Join Date
    Nov 2006
    Posts
    2

    Default Cases flow

    Dear All:
    We're configuring SugarCRM to support our users, using "Cases".

    We've setup the accounts and we're using support_test@domain for incoming mails which are (manually) converted to Cases. Now, if one of the support guys needs to ask something to the customer, how does he do it?

    Does he has to send an email with the [Case X] tag on the subject field?
    So, every support guy has to have it's own email address, and have it configured in SugarCRM so customer answers appear there?

    I was expecting something which was 100% web, excluding the initial ticket submissions and web comments, but If email is my only option, I'll go with it.
    Also, how can I do later to allow customers to login and see it's old Cases?

    Thanks.

  2. #2
    kpit's Avatar
    kpit is offline A Sugar Hero | Help Forum Moderator
    Join Date
    Dec 2005
    Location
    Memphis, TN
    Posts
    996

    Default Re: Cases flow

    First there is a webportal that will allow your customers access Check out SugarForge here for more information about the portals.
    Cheers,

    Max W. Blackmer, Jr.

    Blog
    Phone: +1 (901) 672-2694



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