at this time there are no im/exports related to CS events
Trouble Shooting
item status is pending review, but there is no cs event to complete
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
From top of Customer Detail Center, click on the Add New Event tile
From Customer Interactions section, click on the Add Event button
a popup will display
Set the date
If left blank, the current date and time will be filled in automatically.
clicking on the calendar icon will allow you to select the date without having to type in
Enter a time.
If left blank, the current date and time will be filled in automatically.
clicking the clock icon will set the current time for you
Choose an activity type from the activity pull down list.
Choose your employee # from the employee pull down list, or an alternate employee if this event is to be assigned to a different employee.
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.
Complete
If the event is completed, check the checkbox.
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.
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 ...
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 ...
Module: Customer Service Path: Customer Service > Customer Service > CS Event Lookup Topic: CS Event Lookup Version(s): Version 5.1 and up Editions: All Editions What Is CS Event Lookup Use CS Event Lookup to find a customer based on CS Event ...
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 ...