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Advanced CRM Features for User Hierarchy

< 1 min read

We are rolling out new enhancements to our CRM system that simplify support ticket management across various user levels. These updates improve communication and tracking, making the software more efficient for all users.

Web Application CRM Tab Updates: #

Ticket Submission:

  • Resellers and Companies are now able to submit tickets to their direct upper management.
  • Admins will get notifications when Resellers submit tickets.
  • Resellers will receive notifications when Companies submit tickets.

Notifications:

Users will receive alerts when:

  • A new ticket is assigned to them.
  • They receive a reply.

Clicking on these alerts will take users directly to the relevant ticket.

Mobile Application: #

Consistent Changes:

  • The CRM enhancements introduced in the web application are also implemented in the mobile app.
  • Notifications on the mobile app will also link users directly to the tickets.

Benefits:

  • Improved Communication: Makes it easier to track and manage tickets across different user levels.
  • Streamlined Workflow: Clear notifications and filtering options help users stay organized and work more efficiently.
  • Flexibility: The same features are available on both web and mobile platforms, ensuring consistent functionality.

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