RMAgent (NEW)
From crazysales
CRAZYSALES RMA GUIDE
For Requester (CSR agent handling the customer’s case) and for Approver (Assigned CSPH Staff to Check and Submit the Request)
- The new RMA tool can be accessed by anyone who has the Management tab on their own backend tool
- Once accessed, the RMA interface will appear:
- On the RMA interface, by using the search bar, CSPH can search previously requested cases using an Order ID or filter the cases by type of Action, Resolution, Issue, or Status:
CSPH can sort cases via date:
Please note that dates are arranged in order (previous to latest). Use the to check the latest cases. ***
Another filter option is RA Case ID and Order ID
a. RA Case ID – generated once case has been requested
b. Order ID - order ID of the customer
Both information are hyperlinked, hence clicking this will redirect agent to the case submitted (RA Case ID) or the backend information of the customer.