How does CRM keep track of case history?
When you use CRM to enter all the steps and tasks you are taking in your cases, you will have a complete recorded case history. You can add notes to the case at any point to record phone conversations or other external communication with Customers and case contacts. Use CRM to manage every aspect of the case, including communications with creditors and subjects. Whether the case is closed or still open you can see all tasks taken with regard to the case, all financial transactions and all communications. CRM keeps track of all tasks taken to resolve a case or bring it to closure. The more you use CRM to manage your cases, the more complete your case history will be.
