CRM Training Manual

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Transcript of CRM Training Manual

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    1 Logging onPlease point your browser to

    http://202.153.34.242:9091/MRLPO!"#/loa$er.asp%

    Pun&h in the user na'e an$ passwor$

    2 Case management

    2.1 Checking out cases assigned(li&) on er*i&e option a+ter lo,,in, on

    http://202.153.34.242:9091/MRLPOSNET/loader.aspxhttp://202.153.34.242:9091/MRLPOSNET/loader.aspx

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    -n$er *iew se&tion sele&t My &ti*e (ases

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    2.2 Accepting cases

    ouble &li&) on the &ase title. O- O-6L" (L(7 O! #8" M"R(8!# !M"

     O- LL #7"! #O #8" M"R(8!# PROL" . (ase $etails s&reen will pop up.

    6y $e+ault the &ase status reason will be ;n pro,ress

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    'er&hant $oesn

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    Press O7 on&e you ha*e sele&te$ the user who' you want to assi,n the &ases to.

    2.5 Closing casesll ?el$ ser*i&es &ases &an be $ire&tly &lose$ by tea'. n &ase there was a swap

    o+ # or #er'inal then the &ase shoul$ be assi,ne$ ba&) to Roshan. $$ notes

    with the $etails o+ the new an$ ol$ #/#er'inal swappe$. Proper notes shoul$ beentere$ in the notes se&tion &o*erin, how the &ase was &lose$.

    -n$er &tions 'enu@ sele&t resol*e sub 'enu

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    "nter te%t un$er resolution an$ press o).

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    Main &ase s&reen will re+resh. (li&) &lose to &lose the s&reen

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    2.6 Report generation

     ou &an ,enerate report an$ e%port the' to e%&el.

    ele&t $*an&e$ in$ 'enu option un$er (ase 'ain s&reen

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    6e $e+ault the sear&h &riteria will be all a&ti*e &ases +or the lo,,e$ on user. + you

    want to a$$ a$$itional &riteria you &an sele&t show $etails. On&e rea$y &li&) on

    ?n$ button.

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    or e%a'ple@ i+ you want to ?n$ &ases that has "# as to$ay

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     ou &an a$$ lo,i&al ! or OR to sear&h &riteria.

    ele&t the s'all $own arrow be+ore the ?el$ an$ sele&t the row. ou &an $o this to

    sele&t 'ultiple rows

     #hen@ &li&) on Droup ! or Droup OR 'enu button to ,roup the'.

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    + you want to a$$ any new &olu'n to the result set@ you &an $o so by sele&tin, "$it

    &olu'n 'enu

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    ele&t $$ &olu'n

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    ele&t the ?el$s you want to a$$ an$ then sele&t o)

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    + you want to e%port the result set@ please press the e%&el i&on on the results s&reen

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    ele&t the e%port option to &hoose re&or$s +ro' all pa,es an$ press e%port

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    2.7 Logging o !rom CR" #here is no lo,BoE button. Fust &lose the browser to lo,BoE auto'ati&ally