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Jadu Advisor Training
Introduction
Aims and Objectives
Introducing CXM
Searching
Managing Customer Records
Searching for a Customer
Person Record Overview (Details, Timeline, etc)
Managing Person Notes
Creating a New Person Record
Deleting Personal Data
Inviting a User to Set Up an Account
Raising Cases and Service Requests
Creating a case from the Dashboard or Homepage
Creating a case from the Person Record
Updating and Managing Cases and Service Requests
Viewing a Case
Updating or Transitioning a Case Status
Adding Information to the Timeline
Assigning Users or Groups to a Case
Viewing and Sending Case Messages
Case Notes
Viewing the Case History
Managing Your CXM Dashboard
General Filter Creation
Choosing Columns and Saving a Filter
Exporting a CSV File
Managing Your Details
My Details
My Photo
My Filters
Choosing Columns and Saving a Filter
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