Customer Management | Top Previous Next

While Customer and Organization data can also be managed from the eService Focus by default, meaning that Agents will be able to change and create new Customer records, you may want to have a separate facility to maintain the Customer information. Depending on your operating procedures, you may want to give Agents only read-only capabilities in eService Focus and provide full capabilities to edit/create Customers and Organizations inside the Management Focus only. This makes sense for companies with predefined group of people who can be customers and make contacts.