In varioCRM version 4.1, activity management has been further developed into ticket management
Ticket management is an extension of the CRM core functionality. You can purchase it as a license. Furthermore, ticket management transfers and integrates concepts from the management of support tickets into the CRM. It is also highly configurable so that you can adapt it directly to your company's processes.
A ticket in varioCRM documents and accompanies a business transaction that relates to a specific customer, a contract, etc. Furthermore, it contains various activities by different processors one after the other until they complete the business transaction as “done”.
- Tickets can be tied to customers, contracts, uses, products and product packages of a contract or use. Tickets can also exist without an object reference.
- You can assign tickets straight away to a specific editor or to a user group. With ticket management it is also possible to send additional notifications directly in Outlook.
- A user can, for example, easily view the tickets assigned to him or his user group, as well as take over tickets from his user group for processing. He can also edit the tickets assigned to him. With the appropriate permissions, he can also assign the ticket to other users.
More features
In addition to ticket management, the version also contains new features with which you can significantly simplify and optimize the management of your customers:
- Customer and contract dataSetting up new fields for the activation and deactivation date, changing the layout for personal data, new options for the street directory.
- Payment transactions (cash flow) Introduction of an additional tabular view, especially for sorting by time.
- Product and contract searchSetting up a more convenient table with filter and grouping options.
- Document archive
For example, when sending invoices by email, it is possible to send multiple invoices including EVNs.