by CRM Experts NY

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Benefits of a Knowledge Base:

  • Provides new employees with a place to start and learn valuable information about the organization.
  • Prevent the loss of Knowledge by documenting all information in one place.
  • Gain the ability to search for knowledge in one place.
  • View all knowledge related to an Account in your CRM.
  • Get suggestion to knowledge base articles based on keywords you search within a case in CRM.
  • Improve response time and quality of support with the ability to review Knowledge related to to the Account or similar support issues.
  • Empower support teams to gain better knowledge across account cases.
  • Improve case resolution speed.
  • Reduce the amount of on boarding and training new hires with access to knowledge suggestions.

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Features:

  • Makes the knowledge base in SuiteCRM searchable in the Global Search.
  • Relate the Knowledge to an Account and view Knowledge across accounts.
  • Easily Search all knowledge for an Account right in the Accounts module and in the Global Search.
  • Suggestions under cases for articles similar to keywords used for searching.

Screenshots:

Suggestions for Knowledge Base articles will appear based on keywords typed into the Subject Field in the case module.

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Suggestion by Related Account to filter information.

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Relate Knowledge to an Account:

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Knowledge Related to an Account in the subpanel:

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Search for Knowledge Base articles in the Global Search

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