Categories tab

Categories allow customer correspondence to be directed to certain groups of employees. Change of Address, for instance, would probably be handled by DDA Dept. personnel, whereas Lost or Stolen Cards forms would be handled by the ATM Dept.

Employees are assigned to Categories to be notified when request forms are submitted by the customer.

• To see the current list of employees assigned to the category or to add, edit or delete employees, select the option to View details for the applicable category.
• To add an employee to a category, select the employee within the drop-down list and select the +Add an employee option.
• To add a new category, enter the category name and click the + button

  

  Once the category is added, click View Details. This will allow you to add employees to the category:

  

Send Email on Thread Update: If checked, deploys an email notification to the employee if an update is made to the message thread.

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