In this clip I’d like to introduce a new feature in our Help Desk software called ‘Customer List’.
As you are probably guessing, the Customer List enables you to define your customer contact details in your Help Desk account.
This way you can store and display on the Help Desk ticket form the customer name, email address, phone number and other contact details. So you can easily contact the client about the specific Help Desk ticket if needed.
The first step is setting up the client list.
To setup the client list, please follow these steps:
1. Login as an administrator.
2. Click on Control Panel.
3. Click on Edit Customer List.
4. Use the Add New section to add a new customer to the list.
5. You can also edit existing customers by clicking on the Edit button on the right.
The next step is to choose the customer name on your Help Desk ticket form.
On the ticket form, the customer name field displays a dropdown list of the customers. When choosing a name from the list, the customer details are automatically updated.
Very simple.
We plan to add additional options to the customer list feature in the upcoming weeks. Stayed tool.
If you already have an Issue Tracking account, you can add Help Desk to your account for only $29.99/month by going to “Control Panel”, clicking on “Edit Accounts”, then clicking on “Manage Account List”, changing the Help Desk package to Premium and clicking on the Update button.
If you still don’t have an Elementool account, click on the ‘Sign Up Now’ button below to open a free trial account.
Mary, John, Fiona, and Alex work as a support team. They use email to manage communication with their customers. When Mary, the team leader, receives an email from a customer, she forwards it to one of the team members.
Mary, John, Fiona, and Alex work as a support team. They use email to manage communication with their customers. When Mary, the team leader, receives an email from a customer, she forwards it to one of the team members. Today, one of their clients called asking to find out the status of an email he sent a few days ago. Mary had no way to track it in her email software. So she had to tell the client that she would check it and get back to him. When she looked into the matter, it appeared that the email had been forwarded to Alex. But that day, Alex was busy with other emails and phone calls, and also had had a fight with his girlfriend. Because he forgot to throw away the trash. So, he skipped the client’s email. And didn’t respond to it. Once she found out what had happened, Mary had to go back to the client and apologize for the fact that his email had been ignored. The situation was very embarrassing for both Mary and Alex. And the client was very angry that his message had gotten lost in the shuffle. Now let’s meet Jane, Bob, Crystal, and Mark. They work as a support team and Jane is their support team leader. They use Elementool’s Help Desk software to manage their customer service emails. When a customer sends an email to their support email address, the email is stored automatically by Elementool in their Help Desk account. The new support ticket is assigned to Jane. And she also receives an email notifying her that a new support ticket has been created. Jane then logs into Elementool and assigns the ticket to one of the support team members. They also receive an automated notification about the new ticket that has been assigned to them. And they can start working on it right away. Elementool allows Jane to define a reminder for each ticket. So if the case is not closed within two days, a reminder is sent to her and to the person who is assigned to the issue. Elementool enables Jane and each of the other team members to run reports and see how many open tickets are still in the system, a list of tickets that are assigned to each team member, and the correspondence history of each call that was submitted by the client. It’s a very efficient and very easy to use system. And it can keep you from having the kind of embarrassing client service disasters like Mary and Alex had in our earlier example. If you already use Elementool, I would like to offer you the opportunity to start using Help Desk, for only $29.99 a month, with unlimited users. If you’re new to Elementool, you could start using Help Desk for only $89.99 a month, also with unlimited users. Just click on the button below now to sign up.
Today one of their clients called asking to find out the status of an email he sent a few days ago. Mary had no way to track it in her email software, so she had to tell the client that she would check it and get back to him.
When she looked into the matter, it appeared that the email had been forwarded to Alex. But that day Alex was busy with other emails and phone calls — and also had had a fight with his girlfriend because he “forgot” to throw away the trash. So he skipped the client’s email and didn’t respond to it.
Once she found out what had happened, Mary had to go back to the client and apologize for the fact that his email had been ignored. The situation was very embarrassing for both Mary and Alex, and the client was very angry that his message had gotten lost in the shuffle.
Now let’s meet Jane, Bob, Crystal, and Mark. They work as a support team and Jane is the support team leader. They use Elementool’s Help Desk software to manage their customer service emails. When a customer sends an email to their support email address, the email is stored automatically by Elementool in their Help Desk account. The new support ticket is assigned to Jane, and she also receives an email notifying her that a new support ticket has been created.
Jane then logs in to Elementool and assigns the ticket to one of the support team members. They also receive an automated notification about the new ticket that has been assigned to them and they can start working on it right away.
Elementool allows Jane to define a reminder for each ticket. So if the case is not closed within two days, a reminder is sent to her and to the person who’s assigned to the issue.
Elementool enables Jane and each of the other team members to run reports and see how many open tickets are still in the system, a list of tickets that are assigned to each team member, and the correspondence history of each call that was submitted by the client.
It’s a very efficient and very easy-to-use system, and it can keep you from having the kind of embarrassing client service disasters like Mary and Alex had in our earlier example.
If you already use Elementool, I would like to offer you the opportunity to start using Help Desk for only $29.99/month with unlimited users.
If you are new to Elementool, you can start using Help Desk for only $89.99/month also with unlimited users.
