📝 How to Update Customer Information: A Step-by-Step Guide
As a customer service representative, it's important to keep your customer's information up-to-date. Whether it's a new customer who shows up for orientation or an existing customer who needs their information updated, it's crucial to know how to quickly and efficiently enter their information into the system. In this guide, we'll walk you through the steps to update customer information on your dashboard.
📌 Finding Incomplete Applications
The first step to updating customer information is to find incomplete applications on your dashboard. To do this, scroll down on your dashboard until you find the "Incomplete Application" section. There are two areas here: one for applications that are incomplete within 24 hours and one for applications that are older than 24 hours. Click on the number under the count to find the customers in your region that need their application completed.
📌 Updating Customer Information
Once you've found the customer that needs their information updated, click on their profile in the first tab. From there, go to "Profile Details." Here is where you can update a customer's password should they have forgotten it from their Illinois Worknet account.
If there is no DHS case ID or RIN number, you can scroll to the DHS information and enter their RIN number and case ID. Click "Update" to save the changes. Additionally, you can update the customer's status by selecting "Active," "Suspended," or "Declined to Participate."
📌 Pros and Cons
Updating customer information is crucial for providing excellent customer service. By keeping their information up-to-date, you can ensure that they receive the services they need. However, it can be time-consuming to manually enter their information into the system.
📌 Highlights
- Keep customer information up-to-date for excellent customer service
- Find incomplete applications on your dashboard
- Update customer information in the "Profile Details" section
- Pros: Ensures customers receive the services they need
- Cons: Can be time-consuming
📌 FAQ
Q: What should I do if a customer's information is incorrect?
A: You can update their information in the "Profile Details" section.
Q: How do I find incomplete applications on my dashboard?
A: Scroll down on your dashboard until you find the "Incomplete Application" section.
Q: What should I do if a customer forgets their password?
A: You can update their password in the "Profile Details" section.
Resources:
- https://www.illinoisworknet.com/
- https://www.voc.ai/product/ai-chatbot
