Offering Support for Items

You can choose to offer support for items in addition to support issues. This can help you filter your case load even more accurately. You can assign cases dealing with a specific item to a support rep who specializes in that item.

For example, Wolfe Electronics decides to offer support for the Creativo 2400. Tom, a support rep, is an expert on the Creativo 2400. When cases arrive on the Creativo 2400, they are quickly assigned to Tom.

You can choose to offer support for the following types of items:

Screenshot of the Inventory Item page, Preferences subtab, Offer Support box.

You choose to offer support for an item on the item record.

To offer support for an item:

  1. Go to Cases > Other Lists > Items.

  2. Click Edit next to the item you want to offer support for.

  3. On the item record, click the Preferences subtab.

  4. Check the Offer Support box.

  5. Click Save.

Support reps or customers can choose this item in the Item field on case records or online case forms. You can then quickly assign it to the person or group who has the most expertise on the item.

Related Topics

Creating Case Types
Creating Case Origins
Creating Case Statuses
Creating Case Priorities
Creating Case Issues
Setting Up Support Groups
Setting Customer Service Preferences
Marking Employees as Support Reps
Setting Up Support Checklist

General Notices