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Get the power to automate your business process with workflow rules when certain conditions are met. Auto assign the requests, set notification and assign certain values in request when specified conditions are fulfilled. Further, create these workflow rules unique for each department in your organization. Improve greatly on the customer response time that boosts customer satisfaction leading to a well-honed business process.

Key Features

• Work Flow Alerts
• Work Flow Task
• Work Flow Assignment
• Departments
• Add & OR Combinations
• Email Templates

1. 

   Work Flow Alerts

   Associate alerts, which are automated predefined email notifications that the workflow rule sends to specified users or roles or groups. Just select customizable email template to send to selected users and avoid the need to type messages every time you set an alert.

2. 

   Work Flow Tasks

   Associate tasks to assign tasks to users automatically when rules conditions are met. Also, set workflow Rule Trigger date at which the rule should trigger.

3. 

   Work Flow Assignment

   You can automate the assignment of certain values to the request. Assignment of values is possible for various fields of all the modules.

4. 

   Departments

   Create workflow rules specifically for various business units or departments in your support center. Each department can have the privacy of working on their respective domains.

5. 

   AND & OR Combinations

   Create workflow rule with various criteria combined in AND & OR condition and operations such as is, isn't, contains etc and create various rules.

6. 

   E-mail Templates

   Use customizable email templates to set up the workflow alerts. Apply the workflow rules to both incoming new requests and edited requests.

Top

Benefits

• Automate complex business process with the extensive workflow automation.
• Avoid manual errors in assigning and increase reliability of business process.
• Deploy the feature without the need to program and do any script changes.
• Improve the response time by governing the requests flow and add value to the process.