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Track customer service documents and record incident details with FilesAnywhere MetaData. Design your own data entry page that allows team members to quickly enter important call notes, document details, and service incident data. This information can be searched by team members anywhere via the web, allowing rapid retrieval and collaboration on service incidents from multiple offices or in the field at the customer location.
For example, a team of service technicians at multiple locations can use MetaData to enter customer tickets, and track documents and incident details that are important to the specific service they perform. From any location, you can pull up the details of the incident, by searching on a field, or add notes to the ticket. |
Ticket Number [unique integer field]
Service Rep [workgroup user list]
Incident Date [date/calendar field]
Incident Time [time field]
Product/Service Type [radio buttons]
Model [extensible multi-select listbox]
Customer Callback Status [dropdown list]
Escalation Needed [Yes/No]
Escalated To [workgroup user list]
Extra Charges [currency field]
Problem Notes [memo field]
Resolution Notes [memo field]
Quality Rating [radio button]