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Customer Service Solution

By aaroncody ·
We are a growing company that has recently gone from one customer service rep to 3 customer service reps. We were recieving the bulk of our orders at one email address. Now I need 3 CS reps to be able to access the email that the orders come in on but that is presenting a few issues. They are struggling to keep informed on what actions the other rep took toward the email. For example if they replied to the customer or entered the orders, there is no easy way to identify that.

I am new to the retail world so I am not sure what the most appropriate solution would be so I would appreciate some input.

We are using MS Exchange 2010 on a local server and our ERP system(Navision 2009) is also on a local server.

Thanks for any and all input ahead of time.

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Multiple users of one database

by mjd420nova In reply to Customer Service Solution

The process should be in real time and if needed, each rep who views the entry should leave a status note to keep the file up to date.

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