KolaERP · Reported Issues

WORKSPACE

KolaERP · Management workspace

Customers, enquiries, jobs and more

WT

Wary TechManagement workspace

Report a customer issue

Create one case with a clear owner and complete history.

1. Link the job

Existing CRM job Older / manual job

Select job

Older job records stay in Reported Issues. No new sale or active installation job is created.

2. Customer & original sale

Customer name *Phone numberEmailOriginal job referenceJob location *Original sale value (£)Sold byProject managerOriginal sale date

3. Issue & ownership

Issue title *Where did the issue occur? *Date reported *Description *Responsible team member *PriorityEstimated repair cost (£)Next action datePhotos, documents or correspondence

* Required. Attachments and new cases are held in memory for this preview only.