Hi,
I'm currently shopping around for a CRM system and your software has caught my eye.
I do have several questions about it:
1. I work mostly with sub contractors. Do I need to buy 1 employee licenses for each? There's a few of them that I give them a job once a month or even once every 3 months, although I still would like to maintain a calendar for them mostly for following up purposes. My current system sends an email automatically to them when I open a ticket and assign it to them, only a few of them would access the web interface (those that I give work almost on a daily basis, 2 or 3 people). If you can elaborate on this answer as much as possible and/or if you have some white papers about it that you can provide I would greatly appreciate it. None of them would ever access the Windows Client, but I still need to maintain their calendar for tracking and being on top of them so they make it on-time to appointments.
2. sybase database. Is each user logged in to the web interface using a concurrent license? or is the web interface as a whole using 1 license (regardless of number of clients or employees surfing thru the ticket system)? If I decide for this program I would buy all the add-ons, would each add-on use a database connection?
3. can customers update their info (contact info) thru web interface?
4. can customers see and pay their bills (if connected to merchant account) thru web interface?
5. Can employees add notes to ticket (for internal purposes only, not viewed by client) thru the web interface? can they add notes external notes as well (that everyone can view)?
6. can employees be assigned to see the info of only hand picked clients, or they would see everyone?
7. is the info that I have in the notes/body part of the contact card of the client also synchronized to CommitCRM via the outlook sync add-in?
7. Can I add attachments to client files that clients can also see thru the web interface?
8. In regards to the following FAQ I found on your website:
Can I create more than one web user for a customer? Yes, you can add as many web users as you need for each of your customers (accounts). Each will have their own username and password.
The question is, If 2 usernames are created for the same client, will those 2 users see the same info? or could each user be customized to see different info? For example that the billing contact person can see contract info, etc and the 2nd user in this case the IT contact can only see tickets?
Thank you in advanced for all your answers.
Regards,
JO.
I'm currently shopping around for a CRM system and your software has caught my eye.
I do have several questions about it:
1. I work mostly with sub contractors. Do I need to buy 1 employee licenses for each? There's a few of them that I give them a job once a month or even once every 3 months, although I still would like to maintain a calendar for them mostly for following up purposes. My current system sends an email automatically to them when I open a ticket and assign it to them, only a few of them would access the web interface (those that I give work almost on a daily basis, 2 or 3 people). If you can elaborate on this answer as much as possible and/or if you have some white papers about it that you can provide I would greatly appreciate it. None of them would ever access the Windows Client, but I still need to maintain their calendar for tracking and being on top of them so they make it on-time to appointments.
2. sybase database. Is each user logged in to the web interface using a concurrent license? or is the web interface as a whole using 1 license (regardless of number of clients or employees surfing thru the ticket system)? If I decide for this program I would buy all the add-ons, would each add-on use a database connection?
3. can customers update their info (contact info) thru web interface?
4. can customers see and pay their bills (if connected to merchant account) thru web interface?
5. Can employees add notes to ticket (for internal purposes only, not viewed by client) thru the web interface? can they add notes external notes as well (that everyone can view)?
6. can employees be assigned to see the info of only hand picked clients, or they would see everyone?
7. is the info that I have in the notes/body part of the contact card of the client also synchronized to CommitCRM via the outlook sync add-in?
7. Can I add attachments to client files that clients can also see thru the web interface?
8. In regards to the following FAQ I found on your website:
Can I create more than one web user for a customer? Yes, you can add as many web users as you need for each of your customers (accounts). Each will have their own username and password.
The question is, If 2 usernames are created for the same client, will those 2 users see the same info? or could each user be customized to see different info? For example that the billing contact person can see contract info, etc and the 2nd user in this case the IT contact can only see tickets?
Thank you in advanced for all your answers.
Regards,
JO.
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