CRM to FSM Setup
Good Afternoon,
I am trying to connect CMS to FSM. My current field mapping is:
Companies ↔ Accounts
Contacts ↔ Contacts
Service And Parts ↔ Products
I'm setting this up for an elevator service company. The idea is that:
Accounts represent Companies. Tied to the Companies are two custom modules: Properties and Elevators.
Clicking on Properties, you'll see a list of elevators that property has. Clicking on Elevators, you'll see the elevator details, including any relevant Cases.
Clicking on Properties, you'll see a list of elevators that property has. Clicking on Elevators, you'll see the elevator details, including any relevant Cases.
As Cases pop up on each elevator, the FSM should be able to interpret that data in a way that makes it useful. When the job is complete, the field team can mark it complete and that will also resolve the service ticket in the CMS.
How do I go about implementing this?
Thanks
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