If your company uses tickets, check out the new “Explore User Options for Customer Service” video in the Administrator’s Subscription. Sage SalesLogix includes several configuration options so that you can adjust the out-of-the-box workflow to fit individual user preferences. In the video, learn how to:

• Set user defaults for ticket entry and ticket.
• Automatically assign users to tickets based on the selected Area.
• Set up an approval process for SpeedSearch submissions.
• Identify which Customer Service options apply to a LAN only environment and which options can apply to both LAN and web.

Here are some of the dialogs we cover:

Customer Service User Defaults

Service/Support Tab for Office Profile

Service/Support Tab for User Profile