IT: Ensure warranty dashboard reflects card updates for post-sales
IT: Ensure warranty dashboard reflects card updates for post-sales
IT staff miss warranty card updates, leaving the dashboard outdated and causing manual fixes. Card updates flow into the warranty spreadsheet, ensuring post-sales agents have accurate case records.
Overview
Stale warranty records force manual reconciliation and slow post-sales decisions. Route warranty card custom fields into a central spreadsheet so post-sales agents work from accurate case records, reducing reconciliation incidents and preventing missed actions. IT keeps control of field mappings and audit logs for compliance and troubleshooting.
Notable Features
- Update spreadsheet when card changes
- Map custom fields to columns
- Notify post-sales on discrepancies