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Questions and Answers
Which of the following is NOT one of the main menus in TCRM?
Which of the following is NOT one of the main menus in TCRM?
- Service
- Billing
- Sales
- Marketing (correct)
Which sub-menu under the Service menu allows you to check if an address is serviceable?
Which sub-menu under the Service menu allows you to check if an address is serviceable?
- Articles
- Cases
- Feasibility Check (correct)
- Customer Search
What is the default landing page when you access CRM?
What is the default landing page when you access CRM?
- Service - Feasibility Check
- Service - Individuals
- Service - Customer Search (correct)
- Service - Cases
Which sub-menu under the Service menu allows you to view and create cases on customer accounts as well as create tickets?
Which sub-menu under the Service menu allows you to view and create cases on customer accounts as well as create tickets?
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How can you filter the view of cases in TCRM?
How can you filter the view of cases in TCRM?
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Which sub-menu under the Service menu allows you to view articles in the knowledge base?
Which sub-menu under the Service menu allows you to view articles in the knowledge base?
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How can you search for customers in TCRM?
How can you search for customers in TCRM?
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What information can you use to search for customers under the 'Individuals' tab?
What information can you use to search for customers under the 'Individuals' tab?
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Which date format is recommended to be used in TCRM?
Which date format is recommended to be used in TCRM?
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What is the recommended date separator to be used in TCRM?
What is the recommended date separator to be used in TCRM?
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