Take a tour of the 7 easy eCustomerService quickstart steps.
Cloud Customer Service Software Quickstart Users & Customers
Add Your Support Personnel & Customer Employees
"Users" are those people who will actually receive, work on, modify and resolve service requests using Giva eCustomerService. The only differences between adding a "user" and a "customer" are indicating the appropriate service group(s) membership, notification methods and report privileges. These people can be imported via spreadsheet or Giva API.
"Customers" are all the people and companies that may request service from your Customer Support Department. "Customers" can be imported via batch mode into Giva's database to get your company up and running fast. We have found that all of our customers are typically able to export the minimum required fields of information which are company name, first name, last name, email address, and phone number from their current database of customers. Only 5 fields are required to get up and running on Giva. These people can also be imported via spreadsheet or Giva API.
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