Customer reference numbers are often used to track interactions and provide context for support requests. The Customer Reference feature allows businesses to display customer reference information directly on helpdesk tickets, making it easier for support agents to identify and manage support requests. This feature ensures that customer details are easily accessible and that tickets can be cross-referenced with other records, improving the efficiency of support operations.
This feature enhances ticket management by providing support agents with quick access to customer reference information, ensuring that tickets are handled accurately and efficiently.
Functionality at a glance:
- Displays customer reference information directly on helpdesk tickets.
- Improves ticket identification and management by providing support agents with easy access to reference numbers.
- Allows for better tracking of support requests and customer interactions.
- Ensures that support agents can cross-reference tickets with other customer records.
- Integrates seamlessly with Odoo’s helpdesk system for efficient ticket management.
This feature is particularly useful for businesses that need to track support requests in conjunction with other customer records, such as sales orders, invoices, or contracts.
Example Use Case:
A B2B software company can use the Customer Reference feature to display customer reference numbers on helpdesk tickets, making it easier for support agents to cross-reference the ticket with the customer’s account information, sales history, or previous support interactions. This ensures that the support team has all the context they need to resolve the issue quickly and efficiently.
In summary, the Customer Reference feature improves helpdesk ticket management by displaying customer reference information, enhancing support efficiency and accuracy.
Customer Reference at Ticket (F1848)