CRM Support Course Create Case

Transcription

1 Support Course Create Case

2 CRM Support Create Case Table of Contents Using to Create Case...3 Using the ASU Web site...6 Using the 360-Degree View...10 Using the Support View...14 Complete Case Creation...18 Last Revised June 20, 2008 Page 2 of 28

3 Using to Create Case Current CRM Support Customers can now create a case just by sending an . Once configured, your customers can their question to your group's exchange mailbox and a case will automatically be created in CRM. Requests from recognized addresses will receive an confirmation with the Case #. In addition, your customers can include attachments. If you are currently using CRM and would like this configuration for your support area, please provide the address used for your customers now along with the mailbox owner and [email protected] to initiate the process. If your group is not currently using CRM Support but would like to, please send an to [email protected]. Overview of Implementation s by CRM Dev/Support Team: 1) Setup of ERMS Mailbox in CRM 2) Setup of Group Worklist for ERMS Mailbox & Provider Group assignment 3) Activate Mailbox in Production by Exchange Mailbox Owner/Administrator: Define rules on Exchange Mailboxes or Public Folders to forward messages to ERMS Determine if a copy of message needs to remain in the Exchange Mailbox Details of the Process: Customers will continue to the same address they always have but will now receive an notification that a case has been created for them at the ASU Help Desk. They are provided the case number and a link to manage their case through self-service: Provider Group members will receive an notification informing them that a case has been assigned to their group with the following information: Customer's name, Case ID, Case Status, Provider Group, Agent (if assigned) Problem Summary / Problem Description Category, Type, Detail and Priority Link to the specific case in CRM Last Revised June 20, 2008 Page 3 of 28

4 ing Attachments: Attachments can be sent with and will be saved with a Note on the Case. A link is provided on the Notes Tab. There is currently a maximum attachment size limit of 1MB. If the message is too large, the customer will receive a notification indicating that the attachment limit was exceeded and therefore wasn't processed. They are asked to resubmit their with an attachment that does not exceed 1MB or to contact the ASU Help Desk for assistance. When a Customer's Address is Unknown in CRM The case is generated under a default user - General Customer- and assigned to the appropriate Provider Group. The sender's address is included within the case description so the Agent can follow-up to further identify the customer. Who is General Customer? If your Provider Group has been configured to use an ERMS Mailbox, new cases will automatically be created from s that customers send to those mailboxes. The auto-created CRM Case will report the customer as General Customer, if the customer sends the from an unrecognized address (not in their CRM Customer record). You will need to check the sender's address (which should be the first line in the Case Description) to determine if you have enough information to change the case customer from General Customer to the correct, unique customer. Last Revised June 20, 2008 Page 4 of 28

5 Once you have determined the specific customer, click the Case tab, and then Search Again in order to select a new customer. Last Revised June 20, 2008 Page 5 of 28

6 Using the ASU Web site 1 Go to the ASU Web site Figure 1 Last Revised June 20, 2008 Page 6 of 28

7 2 Login with your ASURITE userid and password. Click Login. Figure 2 Figure 3 Last Revised June 20, 2008 Page 7 of 28

8 3 Choose Business Unit. Human Resources is for any problem with employment issues. University Technology Office for everything else. Figure 4 4 Choose appropriate Category. Figure 5 Last Revised June 20, 2008 Page 8 of 28

9 5 Choose Specialty Type. This list changes every time you change the Category. 6 Type in the Summary. 7 Type in the Details. 9 Attach a file if necessary. Figure Click Submit Figure 6 Figure 7 Last Revised June 20, 2008 Page 9 of 28

10 Using the 360-Degree View Figure 1 1 Click the Customer 360-Degree View link. NOTE: There are two ways to create a new case. 1. Create a Case Using the Customer 360-Degree View. 2. Create a Case Through the Support Link. (Page 15) Last Revised June 20, 2008 Page 10 of 28

11 Figure 2 2 Enter as much information as possible into one more of the search fields (try to use a unique identifier like the ASURITE Id) and click the Search button to find a given customer. Last Revised June 20, 2008 Page 11 of 28

12 Figure 3 3 Select the appropriate Customer in the Search Results by clicking the Last or First Name link. Last Revised June 20, 2008 Page 12 of 28

13 Figure 4 4 To open a new case, click the Add Case link. Go to Page 19 for step 5. NOTE: 1. All available biographical information will be displayed on the 360-Degree View screen. 2. All cases display in the Activities section. Last Revised June 20, 2008 Page 13 of 28

14 Using the Support View Figure 1 1 Click the Support link to begin the procedure. NOTE: There are two ways to create a new case. 3. Create a Case Through the Support Link. 4. Create a Case Using the Customer 360-Degree View. Last Revised June 20, 2008 Page 14 of 28

15 Figure 2 2 Click the Create Case link to open a new case. Last Revised June 20, 2008 Page 15 of 28

16 Figure 3 3 Enter the desired information into one of the Customer Information fields and click Search. Last Revised June 20, 2008 Page 16 of 28

17 Figure 4 4 Once the correct customer has been identified, click on the Last or First Name link. Last Revised June 20, 2008 Page 17 of 28

18 Complete Case Creation Figure Enter a Summary of the case (Problem). Then provide more details about the nature of the case in the Description text box. Enter as much additional information as you know about the case using the drop down menus in the Case Information panel. NOTE: There are spell checkers next to each text field indicated by the red arrow. Last Revised June 20, 2008 Page 18 of 28

19 Figure 6 6 You can leave the defaults or choose other options. Quick Codes can be set up for commonly entered case scenarios. Quick codes described in another section. NOTE: By default, the field *Business Unit is set to University Technology Office. By default, the field Case Type is set to Issue. By default, the field *Status is set to Open New Case. Last Revised June 20, 2008 Page 19 of 28

20 Figure 7 7 The magnifying glass will open a search window. So, you can select the Provider Group. The Assigned To field allows you to assign a specific person after selecting a Provider Group. You click on the symbol next to the field. NOTE: When opening new cases, the Provider Group and Assigned To fields default to the provider group and user creating the case. If the case belongs to another group, you can simply change the values before saving the case. 1. If you are a member of the selected provider group, a case can be assigned to the other members of that provider group. 2. If you are not a member of the selected provider group, the case can only be assigned at the group level. Last Revised June 20, 2008 Page 20 of 28

21 Figure 8 8 After clicking on the magnifying glass, you can choose from the list or search for of Provider Groups. Figure 9 9 Now, the Provider Group is selected. You do not have to select a person unless you a specific reason to assign the case to someone. Last Revised June 20, 2008 Page 21 of 28

22 Figure 10 NOTE: You can skip over this area. CRM does not have installed products yet. It is coming soon. Last Revised June 20, 2008 Page 22 of 28

23 Figure Click the Category drop down list and select the appropriate item. Specialty Type will change according to which Category you choose. Figure Choose the appropriate Priority. Figure Choose the appropriate Impact. Figure Choose the appropriate Severity. Last Revised June 20, 2008 Page 23 of 28

24 Figure Click the Notes tab to enter notes about the case. NOTE: From the Notes screen you can enter additional information so that other technicians can view the history of interactions in the case. Generally, notes are used to record each interaction (i.e., s, phone calls) with the customer. Last Revised June 20, 2008 Page 24 of 28

25 Figure Enter relevant information in the Subject and Details text boxes. Last Revised June 20, 2008 Page 25 of 28

26 Figure Click the Apply Note button. NOTE: It is possible that through your interactions, you may have solved a problem before a case is ever opened for it. Use Notes to record each one of your interactions before saving the case. Notes cannot be edited once the case is saved. Click the Apply Note button to record the content of each interaction with the customer before saving the case Last Revised June 20, 2008 Page 26 of 28

27 Figure 18 NOTE: The note that was just created is displayed under the Notes Summary section. To record another interaction before saving the case, click the Add Note button. At this point, the case is ready to save. If not already resolved on the first contact with the customer, saving the case will start the case resolution process. 18 Click the Save Case button to save the case. NOTE: It will automatically be assigned a new case number/id. Figure 19 Last Revised June 20, 2008 Page 27 of 28

28 NOTE: The initial save of this case will: 1. Assign the case a number/id 2. Send an Automated Open Case Receipt to the customer, and 3. If the case has been assigned to another provider group, send an Auto-Notification to the assigned Provider Group. Figure Click the Summary tab to see a full summary of the case you have just saved. Last Revised June 20, 2008 Page 28 of 28