CRMONCE

Creative

Resources, Work Centers, and Work Center Teams In FSM

1. Overview In a service or manufacturing environment, effective resource management is crucial for efficient operations. This document defines key concepts such as resources, work centers, work center teams, and resource skills & roles. 2. What are Resources? Resources refer to entiti...

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Creative

Step-by-Step Guide to Creating a Case in Field Service CRM

Case in Field Service CRM A case in Field Service CRM helps track customer issues and ensures timely resolution. Follow these simple steps to create a case efficiently. 1. Open the Case Module Log in to CRM and navigate to Service > Cases. Click New Case to start a new entry. 2. Enter C...

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