Create Cases

If you received a call from a customer with an inquiry or complaint, where do you document it? How do you keep track of the status?

By creating a case in Followit you will be able to do all of the above. Better yet, you’ll be able to maintain all the information organized in one place! Document the source from where the information was received, what area received the information, what area will be working on the case, and more. 

Custom Templates

Knowing that every industry is different, Followit provides the option of creating additional custom fields where you can capture unique values such as amounts, dates, lists of items, formatted text, among others.  

 

Supporting Documents

So what if you need to attach a document for budget approval, someone to sign a contract or maybe just as evidence of a complaint?

Followit provides the option of attaching any document to the case. This will be logged in the case’s history where you or your colleagues can reference it anytime, anywhere.

 

Follow a Case

We understand the benefits provided by staying on top of things, for this reason we created the Follow feature. Press the Follow case and receive notifications and alerts every time someone accepts, refers, delegates, and/or makes an update to the case. 

Refer or Delegate

Need help solving a case? The case is out of your field of experience? No problem.

Followit simplifies collaboration by allowing you to pass along the case by referring or delegating to your colleagues. In other words it's like forwarding an email but organized and with the ability to track its status.

Case’s History

View each case’s history in a single page. Just click on the log you wish to see, and the information will slide in on the right side of the case window, keeping you up to date at all times without having to leave the case.

Take Action

Once you have documented a case you must take an action. If the task was completed or you have all the information you need, you can select resolve. If you need to add information to the case, simply add and press update. For occasions where you won't receive the information for a while or can't complete a task until a certain time, you can suspend the case to put it on hold.