Difference between revisions of "DCM App Features"

From AgileApps Support Wiki
imported>Aeric
(Created page with "All DCM apps share an extensive set of features with Database Applications, including these: :* Mobile-enabled, with automatically generated, customizable Forms :* Predef...")
 
imported>Aeric
 
(One intermediate revision by the same user not shown)
Line 8: Line 8:
:* A variety of integration strategies you can use to interact with other applications, whether running on the platform or elsewhere.
:* A variety of integration strategies you can use to interact with other applications, whether running on the platform or elsewhere.


In addition, a DCM app predefines a [[Cases Object]] that provides even more features:
In addition, a DCM app predefines a [[Cases object]] that provides even more features:
:* Pre-defined '''Priority''' and '''Status''' fields that appear at the top of each Case record
:* Pre-defined '''Priority''' and '''Status''' fields that appear at the top of each Case record
:* Pre-defined [[Email Templates]] that can be customized or used as-is for formatted correspondence that integrates record data.
:* Pre-defined [[Email Templates]] that can be customized or used as-is for formatted correspondence that integrates record data.
Line 15: Line 15:
::* [[Email Channel]] -  Create cases automatically from incoming messages.  
::* [[Email Channel]] -  Create cases automatically from incoming messages.  
::: Record emailed responses in the case history, as well as the outgoing message.
::: Record emailed responses in the case history, as well as the outgoing message.
::* [[Facebook Channel]] - Interact with customers and create cases from a Facebook page.
<!--::* [[Facebook Channel]] - Interact with customers and create cases from a Facebook page.
::* [[Twitter and Twitter Search]] - Interact with customers and create cases using Twitter feeds.
::* [[Twitter and Twitter Search]] - Interact with customers and create cases using Twitter feeds.(Hiding due to LJP-8904)-->

Latest revision as of 07:12, 16 July 2019

All DCM apps share an extensive set of features with Database Applications, including these:

  • Mobile-enabled, with automatically generated, customizable Forms
  • Predefined Tasks Object - assign Tasks to users and record completions in the record history.
  • Processes and Rules can be created to automate your procedures.
  • Document Templates can be created to generate formatted documents that integrate record data.
  • Email Templates can be created, to automatically insert record data when sending correspondence
  • Messages sent from a record are automatically recorded in the record history
  • A variety of integration strategies you can use to interact with other applications, whether running on the platform or elsewhere.

In addition, a DCM app predefines a Cases object that provides even more features:

  • Pre-defined Priority and Status fields that appear at the top of each Case record
  • Pre-defined Email Templates that can be customized or used as-is for formatted correspondence that integrates record data.
  • Service Level Objectives you can use to set operational targets (time to respond and time to resolve) for different kinds of cases
  • Social Channels
  • Email Channel - Create cases automatically from incoming messages.
Record emailed responses in the case history, as well as the outgoing message.