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.

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