Making The Connection

Where Will I See This Within OLX?

What Reports Can Be Pulled?

1. Customer Service Activity Report Definitions

What Imports/Exports Relate to CS Events

1. at this time there are no im/exports related to CS events

Trouble Shooting

1. item status is pending review, but there is no cs event to complete
   

1. edit the last CS event pertaining to the pending review, uncheck the complete box, save the record, edit again, and check the complete box again. Sometimes due to some item status defaulting to the prior item status this can happen. You may need to run prepayment processing to after this last save to get the item status to the desirable status to continue moving the order forward.

Add New Event 

1. From top of Customer Detail Center, click on the Add New Event tile  
   

1. From Customer Interactions section, click on the Add Event button 
1. a popup will display

1. Set the date
   
1. If left blank, the current date and time will be filled in automatically. 
   
2. clicking on the calendar icon will allow you to select the date without having to type in
   
2. Enter a time.
   
1. If left blank, the current date and time will be filled in automatically. 
   
2. clicking the clock icon will set the current time for you
   
3. Choose an activity type from the activity pull down list.
   
4. Choose your employee # from the employee pull down list, or an alternate employee if this event is to be assigned to a different employee.
   
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. Complete
   
1. If the event is completed, check the checkbox. 
   
2. If not, leave it unchecked, and the event will show up as a follow-up reminder on your C.S. desktop.
   

*  To save record, click the save button 

* To cancel any of the current changes you have made click the Cancel button 

      This will close the window without saving any changes.

---