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Configuring UI elements
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Défi
Configuring UI elements
2 Tâches
10 mins
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After a request for roadside assistance is approved, a service provider is dispatched to the location provided by the customer. To perform this task...
Configuring cascading approvals with an authority matrix
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Défi
Configuring cascading approvals with an authority matrix
3 Tâches
10 mins
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As the repair service grows, GoGoRoad stakeholders want to allow Territory Managers to submit new vendors as service providers for approval. If the...
Configuring a dashboard
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Défi
Configuring a dashboard
2 Tâches
30 mins
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Stakeholders have seen growth in the use of the Assistance request application. They want to confirm that, even though Cases are increasing, they are...
Configuring a portal
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Défi
Configuring a portal
1 Tâche
10 mins
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GoGoRoad provides roadside assistance services through contracted vendors. To ensure customer satisfaction and service consistency across vendors...
Configuring a cascading approval with a reporting structure
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Défi
Configuring a cascading approval with a reporting structure
2 Tâches
10 mins
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GoGoRoad stakeholders want to allow Territory Managers to add new vendors as service providers as the service grows. If the vendor is The Automobile...
Configuring a full Case View
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Défi
Configuring a full Case View
2 Tâches
10 mins
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The Mayor and Services Coordinator requested a single View to track updates while running Service Cases. The Services Coordinator requested a History...
Configuring a form View
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Défi
Configuring a form View
2 Tâches
10 mins
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After a request for roadside assistance is approved, the system creates a Service Case. CSRs need the ability to easily review information associated...
Setting UseKeys and implementing ASO
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Défi
Setting UseKeys and implementing ASO
5 Tâches
45 mins
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Based on the business case, users may work with multiple customers simultaneously. Because the CRM application contains customer and account...
Setting a visibility condition for form content
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Défi
Setting a visibility condition for form content
1 Tâche
5 mins
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The GoGoRoad application allows customers to enter the service address by entering information in fields or selecting the location from a map. To...
Configuring a Case suggestion
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Défi
Configuring a Case suggestion
5 Tâches
15 mins
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Customers of U+ Bank initiate a chat session with a live CSR and request to change their home address. The expected outcome is that Messaging AI...