Customers Management
Definition
Registered customers are able to work with CRMdesk questions and restricted-access Knowledge Base records (FAQs, forum topics and ideas). Registered customer’s record is characterized by the following attributes:
- CRMdesk User ID;
- CRMdesk account Password;
- Customer’s name;
- Customer’s e-mail address;
- Preferences for receiving notifications;
- Non-standard attributes defined by custom fields;
- Creation date;
- Knowledge Base access level.
Usage
In CRMdesk customer accounts are used for three basic purposes:
- Authorization for accessing the Knowledge Base records, posting and updating questions: without registration customers are not able to work with questions in the Customer Desk Interface and read restricted Knowledge Base records with no public access allowed;
- Customer identification in questions management: each question is firmly associated with a customer and only this customer can read, update, and close it; in addition, the system uses customer records to determine e-mail addresses for e-mail notifications;
- Sending newsletters.
Customers management in CRMdesk includes customer account management (creating, changing, and deleting customer records) as well as sending newsletters.