Monday 9:00 a.m.–1:00 p.m.
- Introduction
- Welcome
- Trends in Customer Service Management
- Next4biz CSM Features
- Fundamentals
Tuesday 9:00 a.m.–1:00 p.m.
- Product Usage
- User interface
- My tickets
- Details of a ticket
- Ticket resolution
Wednesday 9:00 a.m.–1:00 p.m.
- Organization
- Units
- Users
- User Groups
- Roles
- Bulk Operations
- Properties of Tickets
- Category
- Ticket Type
- Priority
- Root Cause
- Suspension Reason
- Communication Channel
- Response Type
Thursday 9:00 a.m.–5:00 p.m.
- Interface Customization
- Default Field
- Custom Field
- Related Filed
- Inventory Management - Custom Tables
- Customer and Self Service Management
- Customer Groups (Segments)
- Customer Custom Fields
- Self-Service Customer Portal
- Knowledge Base
Friday 9:00 a.m.–5:00 p.m.
- Process Management
- Workflow
- Business Rule
- SL Management & Escalation
- Task Assignment
- Assitflow - Agent Script
- Notifications
- Notification Rules
- Advanced Notifications
- Message Templates
Saturday 9:00 a.m.–1:00 p.m.
- Surveys
- Survey Types
- Survey Design
- Running & Reporting Surveys
- Localizations
- Time Zones
- Calendar
- Working Hours
- Language