Customer Service Module Enhancements – coming soon

The Customer Service module is often used to record different types of service issues. Depending on whether you are dealing with a customer complaint about poor service, or a faulty product, or a warranty claim you may have a different process with different pieces of information and a different set of ‘status’ values in each process.  

In order to address this requirement we are introducing a recordType field in the Customer Service module, with each recordType  having its own dedicated list of Status values.  

In addition, in v7 you can define a different screen layout for each customer service recordType.   The benefit is that for each different type of customer service issue you can define a screen layout that only display those fields that are relevant for that service type.

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