Customer Reference Data

  • Resolved Imagerbarron

    (@rbarron)


    3 months, 3 weeks ago

    What’s the best way to maintain a “notebook” of relevant account and other resource details for every customer so agents have a single place to look when seeking details to support customer issues/requests?

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  • Plugin Support ImageMilind Ighe

    (@miliighe)

    3 months, 1 week ago

    Hi @rbarron,

    Thanks for reaching out! 👋

    We’re already assisting you with this inquiry through your support ticket on our portal. You’ll receive all further updates and replies there.

    Best regards,
    SupportCandy Team

Viewing 1 replies (of 1 total)

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