Is there a way for customers to create a case without logging into the portal?
Is there a way for customers to create a case without logging into the portal?
Like
If you set up a support mailbox, they can open a case by just sending an email to the support mailbox.
Alternatively, you could create a landing page webform that creates a case as well.
Ryan
also using Creatio API, you can implement a form on the customer intranet and can also create tickets using a webhook or using Creatio OData API
Thank you for the responses. I'll summarise the answer: a customer can register a case without logging in through email, landing page, and API sources.
I just want to confirm, based on the above responses and my research, that a customer cannot create a case without logging in on the Creatio Customer Portal?
Oshi Varshney writes:
...a customer cannot create a case without logging in on the Creatio Customer Portal
No, if using one of the methods listed (open a case via email, using a landing page, or via the API) a customer CAN create a case without logging into the portal.
An example of this is Creatio support's use of Creatio. There is a portal that can be used to create cases, but I rarely use it to create a case, instead I just email support@creatio.com and it creates the case automatically without me ever logging into the portal.
Ryan