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Showing results for tags 'customer details'.
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At Insights19 I saw a progressive capture form that included a greeting to the customer using their name. This was a nice touch, but I'd like to push it a bit further. I want to build a form that shows the following customer details on the form when they log the request: Telephone number Mobile Number Site Manager Organisations they belong to Other fields like Custom Attributes? Is any of this possible please?
When printing requests, please can the bottom highlighted Name and Email say Created By or Creator Name/Email as this gets confusing as some of our requests are raised via the portal so the details are the same as the customer and if an analyst raises the request then it is the analyst details.
Hi, Is there a way of making the "Remove" button on the Customer Details form visible to only certain users? We've had a couple of instances whereby analysts have accidentally clicked this button and it has removed the customer's details from the request. I am aware that the customer can be added back using the "Change Customer" function, however if we can prevent the customer from being removed altogether that'd be great. Thanks Lauren
Can the BPM Node 'Get Request Information' > ' Get Customer Information' extended to node extended to include Portal Access details as below. Login ID Date/Time of last login Customer Portal Status - Approved/Suspended Service Portal Status - Approved/Suspended We want to be able to identify in the BPM if the customer contact is already set for the customer portal, if not we will then raise a linked Service Request to set them up. If they are we would then send them a reminder email if they have not logged in for a certain amount of time. The idea is to try an encourage our customers from the habit of emailing us to log or updates requests and promote the use of the customer portal. Cheers Martyn