About Customers Module

About Customers Module

Navigate to the Customer Page

Use the Customer module to locate and review Customer information.
  1. Click the Search icon (  ) on the top pane. 
  2. Enter the Customer's name.
  3. Select the Customer from the Customer module search results.

Contact Details Pane 

All Customer information on the Contact Details pane is updated and maintained in TIMX SCM.
  1. On the Customer's page, review the information on the left panel.
  2. If necessary, review and verify the information with the Customer.

Case Overview Tab

Every support activity completed for a Customer will appear on the Overview tab.
  1. Click the Overview tab.
  2. Review the service history for the Customer.
  3. If necessary, click one of the cases to review its content.

Contracts Tab

Use the Contracts tab to verify a Customer's contract information and click the Initiate Service button to create a Service Request for a Customer. To view inactive or expired contracts, click the Display Inactive Contracts toggle.
  1. Navigate to a Customer's page.
  2. Click the Menu icon (  ) to view additional tabs. 
  3. Click Contracts.
  4. If necessary, you can review the Customer's relationship history with Cinch such as the customer membership age and liability amount.
    5. For internal use only - Do not communicate this info to the customer.
  5. Review the Customer's contract information for research and verification purposes.

Overview

Cases are recorded on a Customer's page in the Zoho Desk Case Management System (Zoho Desk). When you navigate to a Customer's page you can view their information, support history, view their contracts or initiate service.

    Helpful Links

    i-Knowledge Help System - Partner Teams
    i-Knowledge Help System - Internal Teams

      • Related Articles

      • Finding and Verifying Customers/Contracts/Coverage

        Using the CTI pop-up to Open the Customer Page in Zoho Desk Launch the CTI pop-up and accept the customer call. Verify the Customer Phone Number on the CTI pop-up. Click the Customer Name hyperlink on the CTI pop-up to open the Customer page in Zoho ...

      • About Activities Module

        Use the Activities module to find, review, and edit tasks, calls, and events.  Currently, we are utilizing calls and tasks, however, events may be utilized later on our Zoho journey. While navigating various Activities Views, you may notice ...

      • About Cases Module

        Cases can be found in the Cases Module in the Zoho Desk Case Management System (Zoho Desk). Cases associated with a specific Customer will appear on that Customer's page. Cases Module All Cases appear in the Cases module. You can search for a ...

      • Searching for Existing Cases

        This process deals specifically with searching for case numbers. To search by customer contact information or by contract see Finding and Verifying Customers/Contracts/Coverage. Searching for Cases Click the Search icon on the Zoho toolbar, the ...

      • Search & Find

        Zoho Desk has two different Search features: Search and Find (and Advanced Find).   Quick Search Quick Search enables you to search for a specific record(s) from all of your modules or a particular module by entering the search keywords. On the Zoho ...