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
- Click the Add link at the bottom of the page.
- Choose the date and enter a time. If left blank, the current date and time will be filled in automatically.
- Choose your employee # from the employee pull down list, or an alternate employee if this event is to be assigned to a different employee.
- Choose an activity type from the activity pull down list.
- 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.
- 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.
- When done, click the save icon. To cancel, click the cancel edit icon.