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間違ってCommunity>Zoho Desk>Generalへ投稿して英語でスタッフの方から一応の回答を得ていますが、詳しくお聞きしたいので、マルチポストご容赦ください。
Office365でメールを使用していますが、Zoho Deskにメールをまだ統合しておりません。
問い合わせを電話いただいたので、手動で起票し、活動としてメールで問い合わせ者ではない第３者の代理店などの協力者とやりとりし、その後問い合わせ者に電話連絡で報告したいと思っています。
この場合、メールでのやり取りをどこに記録すべきかよくわかりません。
基本的にメールのやりとりは、システムに取り込むのでしょうけど、取り込まない場合の記録がしにくいです。
タスクで管理しようにも相手型が紐付けできません。
予定は現地に移動を伴うものでしょうからふさわしくありません。
どうも問い合わせのソースは色々と設定できれど、メールでのオンラインサポートに偏ったシステムであると感じています。
とりとめもない質問となってしまいましたが、何か参考になる知識があればお聞かせいただければ助かります。
よろしくお願いいたします。
Office365でメールを使用していますが、Zoho Deskにメールをまだ統合しておりません。
問い合わせを電話いただいたので、手動で起票し、活動としてメールで問い合わせ者ではない第３者の代理店などの協力者とやりとりし、その後問い合わせ者に電話連絡で報告したいと思っています。
この場合、メールでのやり取りをどこに記録すべきかよくわかりません。
基本的にメールのやりとりは、システムに取り込むのでしょうけど、取り込まない場合の記録がしにくいです。
タスクで管理しようにも相手型が紐付けできません。
予定は現地に移動を伴うものでしょうからふさわしくありません。
どうも問い合わせのソースは色々と設定できれど、メールでのオンラインサポートに偏ったシステムであると感じています。
とりとめもない質問となってしまいましたが、何か参考になる知識があればお聞かせいただければ助かります。
よろしくお願いいたします。
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