Account Management
The main difference is that Super user can modify or delete the admin information, while admin do not have authority to change other admin’s information.
Yes, but there will be fee for that.
To upgrade your plan, click "Change Plan" on your "My Plan" page in your profile. Then, it will direct you to the "Pricing" page where you can upgrade or downgrade your current plan.
Credit card information is not required for Basic version, which supports basic EarlyTMS feature. But if you want to upgrade your plan to Standard or Premium version, then you would have to enter your credit card information to gain access to advanced features of EarlyTMS and extra agents.
Click on your account in EarlyTMS website. Then go to "My Plan" under your profile page. You can have a look at your current plan on "My Plan" page.
User Management
On login page, there is "Forgot User ID" and "Forgot Password" buttons that help your user or administrator to retrieve their User ID and reset password. Both procedure requires email address.
Under "Administration" page, you can assign the specific location to administrator and user by setting "User Location Management" so that user and administrator can focus only on location they are assigned.
On "Administration Management" under "Administration", you can create guest account in a same way you created admin account. Guest account will not be able to make any changes on anything on "Administration" page, however.
You can determine which IP address to have a permission to access EarlyTMS server on "Firewall Management."
Any IP address will be accessible to EarlyTMS if there is no IP address specifically assigned.
Ticket Management
For phone number verification, create a field with input type as "Phone no" and check the "Lookup" option. It will allow you to verify customer’s phone number once you enter it.
In case of address, address verification requires minimum of four different information : street address, city, state and zip code. First, make four new fields that will have street address, city, state and zip code. Then, click the "Customer Information" and assign those fields into corresponding option in "Name / Address Fields Match" under properties. Once you are finished, you can verify the customer’s address every time tickets are made.
You can set up "Master Data" for users so that they can simply choose one of the option that applies to the customers.
Check "Yes" for "Search Condition" on properties of certain field, then you can search the ticket with corresponding field.
On login page, there is "Forgot User ID" and "Forgot Password" buttons that help your user or administrator to retrieve their User ID and reset password. Both procedure requires email address.
For outbound call user, we offer survey system to efficiently gather customer’s opinion on company or customers. You can organize your own question trees on "Survey Management" under Administration
You can assign some of the fields to be "Mandatory" on "Ticket Template Management". It will prevent your users from advancing to save the ticket until the mandatory fields are filled out.
On "help text" under the properties, you can type your message regarding to certain fields so that every time user is working on that field, the message will pop up on top.
You can set up a knowledgebase for your users by creating articles on knowledgebase and adding information related to the user’s problem solving.
While uploading your knowledge base articles, you can add ‘key word’ in knowledge base article to pop up by setting ‘Search KB’ to yes in field property.