Utilizing Customer Reminders
Never forget a customer again! Set reminders for tasks, follow-ups, or important dates. Keep your customer interactions organized & timely.
Generating Customer Reports
Track your Thulo Cloud customer data! Generate reports for insights on customer info & invoices. Make informed business decisions.
Sending Set Password Links to Contacts
Let your Thulo Cloud contacts set their own passwords! Send a secure link for password creation & avoid shared passwords or forgotten logins.
Managing Customer Admins
Control who sees customer data in Thulo Cloud! Assign staff members as admins for specific customers, grant access without giving full "VIEW" permission.
Creating Tickets from the Admin Area
Create support tickets for customers in Thulo Cloud! Assign agents, select departments, & manage communication.
Managing Ticket Email Templates
Customize message content, sender info, & choose which emails to send for clear & efficient communication.
Ticket Priorities
Prioritize support tickets in Thulo Cloud! Set custom urgency levels (e.g., Critical) & ensure faster response times for important issues.
Ticket Statuses
Customize ticket statuses in Thulo Cloud! Rename pre-defined options, set colors (optional), & improve workflow clarity, communication & visibility.
Change ticket status without making reply
Update ticket status quickly in Thulo Cloud! Change status from dropdown without replying. Great for internal steps or temporary holds.