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  1. Maximizer
  2. Financial Services Edition
  3. Client Service

Client Service

  • Client Service Page
  • Retrieve Contact List Entries Associated With Client Service Plans
  • Add A Client Service Case
  • Assign A Client Service Case
  • Select Users For Case Monitoring
  • Configure Customer Service Case Monitoring
  • Resolve A Customer Service Case
  • Recording Case Solutions
  • Copy A Customer Service Case
  • Change The List Of Customer Service Cases
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