CRM Support
Course
CRM Support
Create Case
Table of Contents
Using E-mail to Create Case...3
Using the ASU Web site ...6
Using the 360-Degree View ...10
Using the Support View ...14
Using E-mail to Create Case
Current CRM Support Customers can now create a case just by sending an email. Once configured, your customers can email their question to your group's exchange mailbox and a case will
automatically be created in CRM. Requests from recognized email addresses will receive an email confirmation with the Case #. In addition, your customers can include attachments.
If you are currently using CRM and would like this configuration for your support area, please provide the email address used for your customers now along with the mailbox owner and email
[email protected] to initiate the process.
If your group is not currently using CRM Support but would like to, please send an email to
Overview of Implementation Steps by CRM Dev/Support Team: 1) Setup of ERMS Mailbox in CRM
2) Setup of Group Worklist for ERMS Mailbox & Provider Group assignment 3) Activate Mailbox in Production by Exchange Mailbox Owner/Administrator:
Define rules on Exchange Mailboxes or Public Folders to forward messages to ERMS Determine if a copy of message needs to remain in the Exchange Mailbox
Details of the Process:
Customers will continue to email the same address they always have but will now receive an email notification that a case has been created for them at the ASU Help Desk. They are provided the case number and a link to manage their case through self-service:
http://www.asu.edu/go/support/managecase .
Provider Group members will receive an email notification informing them that a case has been assigned to their group with the following information:
Customer's name, Case ID, Case Status, Provider Group, Agent (if assigned) Problem Summary / Problem Description
Emailing Attachments:
Attachments can be sent with email and will be saved with a Note on the Case. A link is provided on the Notes Tab. There is currently a maximum attachment size limit of 1MB. If the message is too large, the customer will receive a notification indicating that the email attachment limit was exceeded and therefore wasn't processed. They are asked to resubmit their email with an attachment that does not exceed 1MB or to contact the ASU Help Desk for assistance.
When a Customer's Email Address is Unknown in CRM The case is generated under a default user -General Customer- and assigned to the appropriate Provider Group. The sender's email address is included within the case description so the Agent can follow-up to further identify the customer. Who is General Customer?
If your Provider Group has been configured to use an ERMS Mailbox, new cases will automatically be created from Emails that customers send to those mailboxes. The auto-created CRM Case will report the customer as General Customer, if the customer sends the Email from an unrecognized address (not in their CRM Customer record). You will need to check the sender's address (which should be the first line in the Case Description) to determine if you have enough information to change the case customer from General Customer to the correct, unique customer.
Once you have determined the specific customer, click the Case tab, and then Search Again in order to select a new customer.
Using the ASU Web site
Step Action
1 Go to the ASU Web site http://www.asu.edu/go/support/ . Figure 1
Step Action
2 Login with your ASURITE userid and password. Click Login. Figure 2
Step Action 3
Choose Business Unit.
Human Resources is for any problem with employment issues. University Technology Office for everything else.
Figure 4
Step Action
4 Choose appropriate Category. Figure 5
Step Action
5 Choose Specialty Type.
This list changes every time you change the Category. 6 Type in the Summary.
7 Type in the Details.
9 Attach a file if necessary. Figure 7. 10 Click Submit
Figure 6
Using the 360-Degree View
Figure 1
Step Action
1 Click the Customer 360-Degree View link.
NOTE: There are two ways to create a new case.
1. Create a Case Using the Customer 360-Degree View. 2. Create a Case Through the Support Link. (Page 15)
Figure 2
Step Action
2 Enter as much information as possible into one more of the search fields (try to use a unique identifier like the ASURITE Id) and click the Search button to find a given customer.
Figure 3
Step Action
Figure 4
Step Action
4 To open a new case, click the Add Case link. Go to Page 19 for step 5.
Using the Support View
Figure 1
Step Action
1 Click the Support link to begin the procedure. NOTE: There are two ways to create a new case.
3. Create a Case Through the Support Link.
Figure 2
Step Action
Figure 3
Step Action
3 Enter the desired information into one of the Customer Information fields and click Search.
Figure 4
Step Action
Complete Case Creation
Figure 5
Step Action
5 Enter a Summary of the case (Problem).
Then provide more details about the nature of the case in the Description text box. Enter as much additional information as you know about the case using the drop down
Figure 6
Step Action
6 You can leave the defaults or choose other options. Quick Codes can be set up for commonly
Figure 7
Step Action
7
The magnifying glass will open a search window. So, you can select the Provider Group. The Assigned To field allows you to assign a specific person after selecting a Provider Group. You click on the symbol next to the field.
NOTE: When opening new cases, the Provider Group and Assigned To fields default to the provider group and user creating the case. If the case belongs to another group, you can simply change the values before saving the case.
Figure 8
Step Action
8 After clicking on the magnifying glass, you can choose from the list or search for of Provider Groups.
Figure 9
Step Action
9 Now, the Provider Group is selected. You do not have to select a person unless you a specific reason to assign the case to someone.
Figure 10
Figure 11
Step Action
11 Click the Category drop down list and select the appropriate item. Specialty Type will change according to which Category you choose.
Figure 12
Step Action
12 Choose the appropriate Priority. Figure 13
Step Action
13 Choose the appropriate Impact.
Figure 14
Figure 15
Step Action
15 Click the Notes tab to enter notes about the case.
NOTE: From the Notes screen you can enter additional information so that other technicians can view the history of interactions in the case. Generally, notes are used to record each interaction (i.e., emails, phone calls) with the customer.
Figure 16
Step Action
Figure 17
Step Action
17 Click the Apply Note button.
NOTE: It is possible that through your interactions, you may have solved a problem before a case is ever opened for it. Use Notes to record each one of your interactions before saving the case. Notes cannot be edited once the case is saved.
Click the Apply Note button to record the content of each interaction with the customer before saving the case
Figure 18
NOTE: The note that was just created is displayed under the Notes Summary section. To record another interaction before saving the case, click the Add Note button.
At this point, the case is ready to save. If not already resolved on the first contact with the customer, saving the case will start the case resolution process.
Step Action
18 Click the Save Case button to save the case.
NOTE: It will automatically be assigned a new case number/ID. Figure 19
NOTE: The initial save of this case will: 1. Assign the case a number/ID
2. Send an Automated Open Case Receipt to the customer, and
3. If the case has been assigned to another provider group, send an Auto-Notification to the assigned Provider Group.
Figure 20
Step Action
