by Ed Schmidt | Jul 23, 2015 | FAQ CAMELS BusinessLink
Service Issues allow for the bank to see, log, and correct customer problems ensuring that we provide the best customer experience at all times. This is where we can detect product issues, electronic delivery issues, and discover the need for personnel training with...
by Ed Schmidt | Jul 23, 2015 | FAQ CAMELS BusinessLink, FAQ CAMELS ShareholderLink
To add a task for a customer, you will need to go to the ‘Add a Task’ tab within the Actions Menu. Once you click on the link it will bring a window like the one below. Make sure to fill out as much information as possible so the User knows exactly what needs to be...