SS Credit/Debit Memo Request

SS Credit/Debit Memo Request

After a SS Credit/Debit Memo Request task is created in Service Bench, a service job task is automatically created in ZOHO. The service job task is assigned to the Client Support team . 

1. On the ZOHO toolbar, click the expand button, and select   Kanban Task Board .


2. Find all agent assigned tasks in the agent queue.
NOTE : Clicking on  ALL TASKS  displays all tasks assigned to the team. Clicking on  MY TASKS  displays all tasks assigned to the agent. 
NOTE :  Agents can also locate an assigned task by clicking the Activities tab at the top of the screen > clicking the Tasks filter > selecting  My Open Tasks.

3. In the agent queue, select a service job with the  SS Credit/Debit Memo Request.


4. Copy the Service Job number from the open task and go to Service Bench.
5. Pull up the Service Job, review the details, and work the task. 
6. Add a note to the comments in Service Bench.
7. When finished, update the exception in Service Bench to  Complete .
8. ZOHO task status automatically updates to  Completed . 
End Process






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