Customer Service
Track and resolve client issues through tickets assigned to the right team — finance, legal, or operations — and log updates on deliveries, units, and client information.
Customer Service Module
Overview The Customer Service module is the central hub for managing all support tickets and inte...
Tickets
Overview The Tickets screen is used to log and manage client support requests. Any issue a client...
Delivery, Clients & Units Updates
Overview These three sections let the team log internal status updates, each scoped differently: ...
Customer Service Settings
Overview Customer Service Settings is where all configuration for the Customer Service module liv...