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Newbie - customer service template
Hopefully some can help - I just downloaded the MS Customer Service
template; it looks like I have all I need there to get up & going. However, I have a few questions. If I have 3 staff (Bill, Mary, Jane) logging calls can I have the "open by" column automatically populated with their individual staff name? How do I create a "front end" - e.g. Bill, Mary & Jane have a button to open up call logging only, while I have call logging and reports buttons? TIA, Ned |
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