SigzenERP - Support & Service Management in ERPNext_ A Step-by-Step Guide!

Welcome to the Sigzen ERP Tutorial on Managing Support & Services in ERPNext! This video is perfect for both new and experienced users looking to streamline their support and service management process within the ERP system. This tutorial will walk you through every step needed to create, manage, and resolve support issues efficiently. In This Tutorial, You&Learn: Navigating to the Issue List: Discover how to access the Issue List using the Awesome Bar for quick navigation. Creating a New Issue: Learn the step-by-step process to add a new issue, including editing the full form, entering the subject, and selecting the customer. Filling in Essential Details: Explore how to input crucial information like the customer&email, status, priority, and issue type to ensure accurate tracking. Adding Descriptions and Response Details: Get guidance on entering detailed descriptions, selecting response dates, and managing resolution details for efficient service. Linking References and Projects: Understand how to link leads, contacts, email accounts, and projects to an issue for a seamless support workflow. Saving the Issue: Learn how to save your work and ensure all details are accurately captured for future reference.