Overall Scores |
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Overall Scores |
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Overall Scores |
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Overall Scores |
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Usage:
Case scores are added to calculate the customer's average score. This average score is displayed on Customers > 1.Practice Info tab.
Customer average score
Prerequisites:
In order to be able to set values in all available fields, please make sure you have data entered in following tables:
•Case Scores -> Path: File > Global Settings > Global > Case Scores
Navigation:
To add, modify and delete a score navigate to: Customer > 4.Cases
To view the added scores navigate to Customer > 9. Marketing > Overall Case Scores
Overall Case Scores tab
1.On the Customer form, navigate to the tab 4. Cases, select the case for which you would like to add a score. 2.Right click on the case.
Add Score option 3.Click on Add Score 4.Select a score from the Case Scores drop down list 5.Click OK to save. 6.The numeric value corresponding to the selected score will be displayed in the grid. 7.All scores entered for the selected customer's cases are displayed on the Customer > 9. Marketing > Overall Case Scores form. |
➢On the 4.Cases tab: 1.On Customer form, navigate to tab 4.Cases, select the case with the score you wish to modify. 2.Right click on the case 3.Click on Edit Score 4.Select a score from the Case Scores drop down list 5.Click OK to save this change 6.The new score will be displayed in the cases grid and on Customer > 9. Marketing > Overall Case Scores form. The Customer Case Score will be also updated.
➢ On the sub tab Overall Scores: 1.On Customer > 9. Marketing > Overall Case Scores select the score you wish to modify. 2.Right click on the score. 3.Click on Edit Score. 4.Select a score from the Case Scores drop down list. 5.Click Ok to save to entry. 6.The new score will be displayed in the cases grid and on Customer > 9. Marketing > Overall Case Scores form. The Customer Case Score will be also updated. |
➢On the 4.Cases tab:
1.On Customer form, navigate to tab 4.Cases, select the case with the score you wish to delete. 2.Right click on the case 3.Click on Delete Score 4.Select Yes when prompted for confirmation 5.On the tab 4.Cases, in the Score column, the numeric value that represented the deleted score is replaced with 0. In the tab Customer > 9. Marketing > Overall Case Scores form, the line which displayed the score will be removed. The Customer Case Score will be also updated.
➢ On the sub tab Overall Scores: 1.On Customer > 9. Marketing > Overall Case Scores select the score you wish to delete. 2.Right Click on the score. 3.Click on Delete Score. 4.Select Yes when prompted for confirmation. 5.On the tab 4.Cases, in the Score column, the numeric value that represented the deleted score is replaced with 0. In the tab Customer > 9. Marketing > Overall Case Scores form, the line which displayed the score will be removed. The Customer Case Score will be also updated. |
See also:
