Clients often ask how they can easily monitor the status of multiple requests in their CRM. P2 Automation’s System Issues module solves this by giving structured, customizable views to track every task.
Key Features of System Issues:
- Views Aligned with Production: See everything open, tasks in progress, items needing discussion, completed requests, or those on hold.
- Grouping and Filtering: Group by category or status to get a meaningful overview of all activity.
- Client Customization: Users can set default views, apply filters, and adjust sorting to suit their workflow — all within their familiar CRM interface.
The Benefit:
With System Issues, clients gain full visibility and control without needing extra tools. From open requests to completed work, the module ensures nothing slips through the cracks and keeps communication smooth and transparent.
CTA:
Learn how embedding structured task views into your CRM can improve client trust and operational efficiency. Visit www.p2automation.com for more.
The post Maximizing Transparency in CRM with System Issues Views appeared first on CRM Software Blog | Dynamics 365.
