Cool Solutions

Customer Reference Form and Workflow

coolguys

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April 25, 2013 10:05 am

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This is one of our most practical forms. Businesses are often faced with the problem of finding a way to communicate their value to their partners, current customers and even their potential customers. This Novell Vibe form and workflow allows you to automate this process. In this form and workflow we have created a sample form to be used gathering information about your customers and how they are using your products. If it doesn’t fit the needs of your business, check our articles for more information to help you make adjustments to the form and workflow.

The workflow can be designed for reviews by as many individuals as necessary. Marketing (or whoever is in charge of managing references within your organization) can play a very central role in this process. You need to edit the workflow to provide the necessary notifications and access controls so that each step of the process clearly indicates what action is to be taken and by whom.

You can access the downloads for the new Customer Reference form and workflow by clicking here .

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Categories: Technical, Vibe

Disclaimer: This content is not supported by Novell. It was contributed by a community member and is published "as is." It seems to have worked for at least one person, and might work for you. But please be sure to test it thoroughly before using it in a production environment.

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