Add New CS Event

Add New CS Event

 Module: Customer Detail Screen
Topic: Add CS Event
Version(s): Version 5.1 and up 
Editions: Standard, Commerce, Call Center



Add a new C.S. Event

  1. Click the  Add link at the bottom of the page.
  2. Choose the date and enter a time. If left blank, the current date and time will be filled in automatically. 
  3. Choose your employee # from the employee pull down list, or an alternate employee if this event is to be assigned to a different employee.
  4. Choose an activity type from the activity pull down list.
  5. Enter details about the activity in the notes section, this is especially important for follow up events in order to clearly define what needs to occur.
  6. If the event is completed, check the Done checkbox.  If not, leave it unchecked and the event will show up as a follow-up reminder on your C.S. desktop.
  7. When done, click the  save icon. To cancel, click the  cancel edit icon.


    • Related Articles

    • CS Event Lookup

      Module: Customer Service Topic: CS Event Lookup Version(s): Version 5.1 and up Editions: All Editions Use CS Event Lookup to find a customer based on CS Event information, including complete and incomplete events. Navigate to the CS Event Lookup ...

    • R20.6 p13 Add CS Event To Customers Affected By A Sequence Pricing Change

      Version: 5.1 Release Number: 20.6 Patch: 13 Title: Add CS Event To Customers Affected By A Sequence Pricing Change Application Category: Other, Continuity Patch Type: Feature Description: Add CS event to customers affected by a Sequence pricing ...

    • R20.8 p17 - Add CS Event When Order is Created via Manage Order Exceptions Interface

      Version: 5.1 Release Number: 20.8 Patch: 17 Title: Add CS Event When Order is Created via Manage Order Exceptions Interface Application Category: Other, Order Entry Patch Type: Feature Description: Add a CS event to the customer when an order is ...

    • CS Activity Codes

      Module: Company Data Path: Company > Company > CS Activity Topic: Customer Service Activity Codes Version(s): Version 5.1 and up Editions: All Editions What Are CS Activity Codes? Customer Service Activity Codes are custom codes to help organize ...

    • Add/View Employees

      Module: Add/View Employees Path: Company > HR > Add/View Employees Topic: Add/View Employees Version(s): 5.1 & up Editions: all editions What is Add/View Employees The Add/View Employee section of OrderLogix allows you to set up and manage your ...