MaxCustomService

For MaxCustomRecord

Link Maximizer Customer Service Cases to Custom Records

Key benefits

·  Link Custom Records to Maximizer Enterprise Customer Service cases.

·  Look at the Customer Service history for any Custom Record.

·  Starting from the Custom Record, you can drill down to the actual Custom Service case.

·  Saves time creating, modifying and analyzing Cases for Custom Records.

 

If you use MaxCustomRecord to link external data to Maximizer records, you can also link the Custom Records to Maximizer Customer Service case.

This allows you keep a service history on Equipment, Software, Assets or any other Custom Record method you have implemented.

Overview

MaxCustomService is an add-on for MaxCustomRecord that allows you to link a Maximizer Customer Service case with a Maximizer Custom Record.

Target

MaxCustomService is ideal for organizations that use MaxCustomRecord an also use the Maximizer Enterprise Customer Service e.

 

Linking records with Cases

By using MaxCustomService to create or modify Customer Service Cases, you can select which Custom record that the case is linked with.

After the link is created, you can view and edit cases from the MaxCustomRecord interface and add and edit MaxCustomRecord details from a Customer Service Case.

 

Synchronising data

Because the data is stored in Maximizer fields, all MaxCustomService data is synchronized to all computers in your Maximizer system through MaxExchange.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For more details contact:

sales@rapid.com.au

www.rapid.com.au

 

 

 

 

 

 

Requirements

MaxCustomRecord

Maximizer Enterprise 9.0 or above

Designed for

 


 

 

 

 

 

Create a Customer Service Case using the MaxCustomService data entry screen allows you to select which Custom record is linked to the Case.

 

 

 

 

When you open a Custom record, you can view it’s Service History.

Drill down to edit the Case details.

 

 

 

 

 

For more details contact:

sales@rapid.com.au

www.rapid.com.au