Popular Articles
Potential Recall: Authorizations
When a Service Professional calls in with a Service Report on a Potential Recall, the Authorizations Agent will research job history, time frame, etc. to verify whether this is a True Recall. Based on the findings, the agent will either move forward ...
Purchasing Escalations
When an email is sent to the Purchasing Escalations mailbox (either by an internal agent or external distributor), a Case is created in Zoho and assigned to the Order Management Queue. When working the Case, be sure to review the email then follow ...
PR Order Cancellation
After a PR Order Cancellation is created in Service Bench, a service job task is automatically created in ZOHO. The service job task is assigned to the Order Management team . 1. Go to ZOHO, click the expand button, and click Kanban Task Board . ...
PR Return
After a PR Return is created in Service Bench, a service job task is automatically created in ZOHO. The service job task is assigned to the Return Management team . 1. Go to ZOHO, click the expand button, and click Kanban Task Board . 2. Find ...
New/Update Parts Request - Research Request
After a Part Order Request was created in Service Bench, a service job task is automatically created in ZOHO. The service job task is assigned to the Research Request team . 1. Go to ZOHO and click Kanban Task Board . 2. Find all agent assigned ...