Home └Odoo Training Part II: Mastering Customer and Case Management └Odoo Training Part II: Mastering Customer and Case Management

Odoo Training Part II: Mastering Customer and Case Management

0 %

Completed

Course content

Odoo Training Part II: Mastering Customer and Case Management

10 XP
Prev Next
Fullscreen Share

This module provides a detailed guide to managing customer interactions and tracking cases in Odoo. The focus is on leveraging the Customer Card as a centralized hub and utilizing the Tracing Screen to follow each customer’s journey, ensuring efficient and consistent customer service.

Rating
0 0

There are no comments for now.

Join this Course
to be the first to leave a comment.

1. What is the main purpose of the Customer Card in Odoo?
To manage battery details To centralize all related customer information and link related screens To log communications only To track compensation requests
2. Which section in the Customer Card includes address details, phone numbers, and tags?
Linked Records Basic Customer Information Tracing Information Log Notes
3. What is the purpose of the Tracing Screen in Odoo?
To store customer email addresses To track the customer’s journey and document tracing efforts To record compensation requests To list only battery details
4. In the Basic Customer Information section, which field is specifically for data team categorization?
Tags Company Name Preferred Contact Method Assigned To
5. What is the best way to search for a Customer Card?
By entering the company’s name By typing in the customer's email By using their phone number from Ring Central By entering the product serial number
6. Which section of the Tracing Screen includes information about call attempts, emails sent, and response requirements?
Customer Information Tracing Information Setup Information Investigation Checklist
7. In the Setup Information section, which field indicates if the customer’s battery system is connected to the grid?
Battery Site Address System Cabinet Type Tracing Source
8. What is the purpose of the Log Notes section within the Customer Card?
To schedule customer appointments To record changes made to customer addresses To leave detailed notes and maintain an audit trail of all actions To track compensation requests only
9. Where do you find the tracking of how the customer first heard about the recall?
Investigation Checklist Setup Information Tracing Information Marketing Information
10. In the DSW Update Offer section, what does "Customer Aware of Additional Switch-Off" indicate?
The customer has agreed to receive more emails The customer knows about additional switch-off requirements The customer has switched off their battery The customer requested a refund
11. Which tool in the Tracing Screen is used to track all inbound and outbound communication with the customer?
Stages Log Notes Scheduling Activities Communication Log
12. Which one is an Unacceptable Serial Format?
NON LG BATTERY OBSTRUCTED SN INVERTER ONLY NO BATTERY
13. What does the designation "OBSTRUCTED SN" signify in the Battery Recall Information section?
The serial number is visible but incorrect An LG Battery has been confirmed but the serial number is obstructed The battery is not part of the recall The battery belongs to a different manufacturer
14. Which of the following Job Types would NOT require an Identified Date in the Battery Recall Information?
Site Visit – Check SN Replace Site Visit – Isolate Remediation Completed
15. How are the Recall Type and ACCC Status fields populated in the Battery Recall Information section?
Manually entered by the call operator Automatically populated when a valid serial number is linked to the Battery Screen Populated based on the customer's address Entered only if the serial number starts with "EM0"
16. When should you double-click the battery icon to link to the Battery Screen?
Whenever the icon becomes available Only when there is an EM0 Serial Number Always except for OBSTRUCTED SN When there is a valid Serial Number starting with R or E
Additional Resources
Join this Course to access resources