CRM Customers
Customer Files
All case attachment files that are uploaded, can be accessed via the Customer 'Files' link (whether the case is open or has been closed).
Ribbon Access: Webpage > http://[servername]:[portno]/BPOCRM/User.aspx |
- The Today tab will be selected by default displaying customer activities due on that day.
- If you cannot find the information you are looking for within this tab, click on the Recent tab.
- Hover over an activity linked to the customer you wish to view customer files for.
- Action icons will be displayed to the right of the customer activity you are hovering over.
- Click on the View Customer icon.
- The Customer Dashboard will be displayed.
- Click on the Files tile.
- The Customer Files for [ ] screen will be displayed.
- A list of all case attachment files will be displayed, with some information regarding the Case.
- To view case details, click on the Case Information button of the case you wish to view details for.
- The Save Case screen will be displayed.
- If the Case is still open, you can view more details of the case in this screen.
- Click on Back to return to the Customer Files for [ ] screen.
- If the Case is not open, a message will be displayed telling you;
- Sorry, this is not one of your open cases and you cannot make changes.
- Click on Back to return to the Customer Files for [ ] screen.
- To view a document, click on the File name.
- The file will be downloaded. You can open the downloaded file to view the file contents.
- Click on either Back to Previous Page or
- Back to Customer Page
- to return to the Customer Page.
CRM.002.020