2. Service Task Configuration
To create a new Service Task, you need to know the following information:
To create a new Service Task, you need to know the following information:
After logging in, the system will return successful results and you can continue to create tickets:
Next, to create a ticket you need to enter the following information fields:
Customer information:
In the Customers section, you can search through the customer's name, the phone number and address fields will automatically fill in according to the customer's available information on the system.
In addition, you can absolutely add new information for a customer who does not have a profile on the system.
Service information: All information related to the tasks that field staff need to perform.
Description: Enter a rough description of the task you need to perform or the customer's problem.
Mission name
Priority: Includes levels: Urgent, High, Medium, Low, Very Low..
Pipeline: Task processing cycle that employees need to follow. To create a Service Task pipeline, see details here.
Status: Current status of the task (which are states in the pipeline).
Department responsible for: Work schedule (see details in Work schedule section) and Select employee in charge.
Appointment schedule: Schedule the start and end of the task (detailed by day, day, hour, minute).
Receiving source: The source of employees who receive customer problems.
Tag: Tag to classify tasks.
Processing information: In this section you can request display information so that OnCustomer's technical team can design it specifically to suit the needs and operations of your unit. For example: warranty code, product name,...
Customers: In this section, the system will automatically display customer information when you fill in the information in section 1.
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