Business Location enables support for businesses that interact with customers through physical channels such as stores, branches, franchises, and dealerships. In addition to supporting customers, business locations can also support other service organizations.
The Service Organization application provides the following capabilities:
- Model the complete organizational structure involved in customer service.
- Model both company-owned and third-party organizations.
- Support business locations in their daily operations.
- Provide customer support from business locations by modeling staff personas who can:
- Resolve customer issues.
- Report issues on behalf of customers.
- Facilitate inter-organization support.
- Track the installed base at business locations for enhanced support.
- Manage the lifecycle of business locations from setup to closure.
New:
- Contract, entitlement, and product inventory information now appears directly alongside business organization records, enabling you to access related information without navigating to other records.
- A Business Organization can now act as a Buyer Organization. This enhancement enables Business Organizations to be designated as valid buyers on the quote and order entities, allowing internal users to create and manage quotes and orders on behalf of Internal Organizations.
Not applicable for this application version.
Required Plugins
- Customer Service Base Extension Entities (com.snc.cs_base_extension)
- Service Organization (sn_service_org)
- CSM Contributor User (sn_contributor)
- UI Components for Customer Portals (sn_ciwf_ui_cmpnt)