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CUGIC Lends a Helping Hand for Better Customer Relationships

user fields

customer portal

organizations

  • Customer Portal

    Personalize your communication with proactive user and organization fields

    Custom fields are basically used to store in additional information provided by the customers about the support requests, product or service.
    You can add custom fields to user profiles and organizations to store additional information about the end-users or organizations.
    These custom fields are created by administrators, which are visible and editable to agents only, and not end-users.

    You can create the following types of custom user & org fields:

    • Drop-down list
    • Text
    • Multi-line text
    • Numeric
    • Decimal
    • Checkbox
    • Regular expression
    • Date
    Learn more

  • Organizations

    Group your contacts into organizations for a smooth workflow

    Create predefined organizations by adding the users, both customers and agents, for a better and effective workflow. Organizations help you manage your ticket support request accordingly. By adding agents to these organizations you can allow them to view all tickets, just to avoid duplicate ticket requests.

    How can you organize your contacts?

    • By Company
    • By Email Domains
    • By Location or Language
    • By SLA Support
    • By Access to Help Center
    Learn more

  • Custom user and organization fields

    Personalize your communication with proactive user and organization fields

    Custom fields are basically used to store in additional information provided by the customers about the support requests, product or service. You can add custom fields to user profiles and organizations to store additional information about the end-users or organizations. These custom fields are created by administrators, which are visible and editable to agents only, and not end-users.

    You can create the following types of custom user & org fields:

    • Drop-down list
    • Text
    • Multi-line text
    • Numeric
    • Decimal
    • Checkbox
    • Regular expression
    • Date
    Learn more

  • Customer Lists

    Create Customer Lists to segment your customers accordingly

    Customer Lists are similar to Views. They help you organize your customers and separate them by tags so that it’s easy for the agents to search for the particular customers and resolve their queries quickly and effectively. Customer Lists are helpful to measure your customer loyalty and get a direct feedback, also you can proactively reach out to your customers for any changes or renewals.

    Ways to create Customer Lists:

    You can create your Customer Lists focusing your ease. Here are some examples you can use to segment your customers:

    • Plan Types
    • Purchase History
    • E-Commerce
    • VIP Customers
    Learn more

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