Service Agent

Documentation

• Tools Und Capabilitys > Document Folder

  Storing documents

• System Management > Exporting Data

  Exporting data as CSV using export templates

• Einstieg Ins System > Getting Started with the System

  Getting Started with the System - Logging In, Layout, Navigation, and Index Search

• Tools Und Capabilitys > HTML-Editor

  Capturing and formatting content with the HTML-Editor

• System Management > Importing Data

  Importing data via CSV using import templates

• Zusammenarbeit Im XRM > Managing To Dos

  Creating and editing tasks

• Kundenservice > Processing Service Cases

  Processing service cases

• Zusammenarbeit Im XRM > Receiving Relevant Information

  Receiving relevant information via Dashboards, observations, or mentions

• Zusammenarbeit Im XRM > Sharing Knowledge

  Capturing and sharing knowledge