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Siebel CRM Terminology

Across
Indicates the status of the account/company code based on billing system
Defines status of SR such as “Researching”
High Level category/reason for client’s request/issue
Service Level Agreement Priority given to Request or Issue
Important information concerning a Client's account or client contact
Activity/SR/Notes tab = Used to document research notes which are not visible to clients on the web (16000 character maximum)
Used to escalate/request work from another group/department
Client’s Severity given to Request or Issue
Client Account ID or Short Name which identifies the Client’s Account
Detailed Reason for client’s request/issue
Detailed Description of client’s request/issue (2000 character maximum)
Team queue name or ADP Associate who owns the SR/Activity
Business Unit (MAS,NAS, etc)
Due date of deliverable promised to client
Highest level of Client’s Account (Parent) Will be displayed in the Account List view.
Down
Product/Feature/Application
Brief Description of Client’s request or issue (100 character maximum)
Create new activity under SR to document Steps completed to resolve client issue/request including documentation of telephone conversations between ADP and Client
Case/SR Status of “Open” or “Closed”
Designates the type of account the client is, and in the case of multi-service – who owns the account.
Where client’s request/issue is documented in Clarify or Siebel database
LPAR that processes that accounts payroll/hr services
Determines whether or not the SR/Activity will display on the web (Internal, Client Admin, Public)
Method by which the client contacted ADP or the Case/SR was created