Portfolio Category: Request Tracking

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Reporting

Reporting

Reporting Use lists, charts, maps, and merge reports to create the reports you need. [accordions] [accordion title="Transcript" ] Hi, my name is Julie, and today I'm going to give you an overview of the reporting features available in citizenserve. Citizenserve comes with many standard reports - let's take a look at a few of them. Let's look at the close time report - this lets me enter a date range, I'll say January first of this year through today, and run the report. The close time report lets you see the number of days it takes for your code enforcement cases to be closed. You can see…
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Mapping

Mapping

Mapping See the mapping options available to you through citizenserve. [accordions] [accordion title="Transcript" ]   Hi, my name is Julie, and today I'm going to give you an overview of the mapping features available in citizenserve. We'll start by creating a new permit. I can select the property location by entering an address or I can click the map icon to select a property from the map. So I'll go ahead and click this, and our map is displayed, and I can drag the map marker to the desired location. So once I drop it here, it'll tell me what that address is. While on the map,…
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Complete Customer Care

Complete Customer Care

Complete Customer Care Learn more about the citizenserve Complete Customer Care Program. [accordions] [accordion title="Transcript" ]  The Complete Customer Care Program is designed to ensure your citizenserve implementation is a complete success. The Complete Customer Care Program focuses on three major phases: your citizenserve setup and configuration; your training; and your ongoing support once you go live with citizenserve. Let's take a look at the setup and configuration phase. Once you decide to go with citizenserve you'll be assigned a dedicated Account Representative who will work with you on your setup and configuration. Your account rep will learn your business processes, collect supporting data, and understand your goals…
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