A new feature has been introduced within the reports module, allowing users to filter their data based on CSR (Customer Service Representative) information.Â
Use Case: Users can now easily locate data by CSR, facilitating quicker analysis and enabling faster decision-making.
To View the Enhancement:
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- Navigate to the reports module.
- Click on the filter option.
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- A new filter, CSR, has been added to the existing filters for reports.
- Search for the CSR name, and then click ‘Apply’.
Data will be visible based on the selected filter.
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Note : The option to filter by CSR is available for all AMS.