Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
See which notices were sent and which customer records need attention.
Your customer notices go through your work email with account details from your spreadsheet, and send results stay beside customer rows.
Give support owners a tracked engineering issue for escalated defects.
Your engineering team gets a prioritized bug in its issue tracker, and your support owner gets the link on the case.
Prioritize cases from flagged accounts before they reach the support queue.
Customer problems reach your support queue, and the case number appears on the account for easy follow-up.