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CRM: ERP Record technical issue

The technical issue can be used when:

  • A customer has an issue with one of his components and calls the call center for assistance that is when a call operator will record a technical issue in ERP.
  • Pulse system is down and Shop managers or Retail Supervisors are unable to process certain tasks, One of which is recording a technical issue (swap).

When a customer calls the call center a call operator record technical issue and troubleshoots with the customer:

  • When it is an issue that can be handled and the call operator manage to resolve it, he closes the ticket right away by clicking the Resolved Button.
  • when the customer's component needs Replacement, the call operator creates a ticket that will be sent to the shop.

The technical issues can also be recorded through CRM where the call center supervisor or the call center Manager can record it.

  • Go to CRM
  • Choose Applications
  • Search for the customer you want to record the technical issue for.

  • Choose product actions 
  • Proceed with recording the Technical issue


  • Component with Issue : You must select the component with the issue first. You can find this in the drop-down menu


  • Select Issue Symptom on the dropdown menu
  • Select Issue Case, based on Symptom on the dropdown menu (drop-down menu will appear after selecting on the issue symptom)
  • Add comment base on the issue
  • Select on Technician expected actions, as the technician did to test the product
  • Select the date when it first-time notice
  • Select on the dropdown what Tools used to assist diagnosis
  • Below we can see the red button Download Flow Chart to assist in the diagnosis.
  • Click replacement in shop if the parts need to replace


  • Now you will notice that the replacement is now recorded in Technical issues
  • Select to the recorded technical issue then click record product replacement/collection done when its DONE

  • check the detail if its all good and correct. other wise cancel replacement.