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Efficiently manage inbound and outbound support requests.

Case Management

Cases are used for after-the sale support of your customer base, reseller clients, and their users. Cases can also be submitted to AIMcrm for tech support, billing issues and feature requests. Cases are sometimes used for customer feedback tracking.

Inbound Cases

Inbound cases are support tickets from users in your child accounts. Child accounts are those users who purchase the CRM system from you. Inbound cases are created by the users in your child accounts for you.

Outbound Cases

Outbound cases are requests for support submitted to us by your organization. Your outbound cases can be viewed by clicking ‘Cases’ under the Account tab.

Progress of your outbound cases can be tracked by clicking on ‘My Support Cases’ under the ‘Help’ tab. When a support case is sent to us, or a client submits a case to you, a response to the issue can be made directly. Simply edit the case and enter notes, update the status, etc. When you respond to cases an email notification is sent automatically to the user who submitted it. This email informs the user that the case has been updated and vice-versa.

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