Portfolio Category: Request Tracking

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Messaging

Messaging

Citizenserve's messaging tool allows municipal staff to talk to each other, to constituents on the Online Citizen Portal, or to citizenserve support staff. [accordions] [accordion title="Transcript"] Hi, this is Misha at citizenserve. Today, let's look at the messaging feature messaging is available on all file types, whether it be a permit a license a code case or a general file messaging allows staff to communicate with each other about a project in citizenserve with constituents on the portal and with the citizenserve support staff. Staff send messages from the project file to send a message go to the file options menu, expand the send menu, and when…
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Collapsible Headers

Collapsible Headers

The collapsible header custom field type allows you to organize your application content. When collapsed, citizenserve hides those custom fields, making your applications easy to navigate, and the data easy to consume. [accordions] [accordion title="Transcript"] [Music] Hi, this is Misha at citizenserve. This month's feature is on the new field type - the collapsible header. Collapsible headers help organize application data, they make it easier to view, and give you quicker access to the information you need. Changing your existing headers to the new collapsible header is a simple update that can be made in just a few minutes. To update existing headers with collapsible headers, or…
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Automatic Emails

Automatic Emails

Did you know you can configure citizenserve to send automatic emails when you change the permit status, complete an inspection, or complete a plan review activity? Using this feature will save time and increase consistency and transparency across all your projects. By default, emails are sent to the permit or license applicant, but you can also configure your emails to be sent to any contact on the permit or license. [accordions] [accordion title="Transcript"] Hi, this is Misha at citizenserve. This feature video is on automated emails and how they can improve efficiency and transparency. You can configure citizenserve to send automatic emails when you change permit status,…
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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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