Step By Step

Follow up actions

Status change

Syensqo IS - Customer Support > Sample: Follow up actions and Closure > image2016-8-9 9:49:41.png

Chatter feed

The Chatter feed on top of the sample request can be used to update people following the sample request, or send a key information to someone in particular. For example the CSR can update the Salesrep when the order is created in SAP.

Closure

Customer feedback

Customer feedback can be entered in the sample request in the customer feedback section as follows:

Syensqo IS - Customer Support > Sample: Follow up actions and Closure > image2016-8-9 9:50:34.png

As shown in the screen 3 fields are available :

•Approved by customer Yes/ NO

•Reason not approved

•And comments

The user can update and save this information

Automatic closure

Once the customer feedback has been updated, the sample request closes automatically

Manual Closure

If the user knows that the customer feedback will not be done before a while, he can choose to close the case and send a follow up task for reminder.

He then clicks on Close case button

Syensqo IS - Customer Support > Sample: Follow up actions and Closure > image2016-8-9 9:51:10.png

And the following page appears:

Syensqo IS - Customer Support > Sample: Follow up actions and Closure > image2016-10-12 15:24:32.png

Two options may occur:

If the user enters a follow up date reminder, a new task will be sent
If not the request will just be closed

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