CS Activity Codes

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 reports relating to customer service events.

Making The Connection

Where Will I See This Within OLX?

There a couple of places you will see this within your system:
The most recognized place will be on the Customer Detail Screen


You will also see unresolved events listed on the Customer Service Desktop


CS Event Lookup screen allows you to filter CS Activities across all customers.

What Reports Can Be Pulled?

  1. Customer Service Activity Report

What Imports/Exports Relate to CS Activity Codes?

  1. CS Comments Export 

Setup

Navigate to the CS Activity module from the Company Data menu. (Company Data > Company > CS Activity)



Tool Bar

Utilizing the buttons on the tool bar  you can:
Go back to the previous screen 
Add new
Print 
Minimize module 

Filter

You can use the filter options to narrow down the displayed selections.

  1. Activity Name 
  2. Client
Add additional filters by click the Add button 
Apply the filtered selections by clicking Apply Filter 
Remove the filtered selections by clicking Remove Filter 
You can set the number of records to be displayed 


Add New

  1. To add a new CS activity, click on the   Add CS Activity button in the blue module bar.
  2. To edit an existing CS activity, click on the   edit pencil next to the activity you wish to edit.
  3. A new CS Activity Details window will pop up. 


  1. Select a specific client or leave None for global use
  2. Enter an activity name.
* To save the changes 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.
* To apply the current changes you have made click the Apply button .
* To print the current window click the Print button .
* To delete the selection click the Delete button .
      This will prompt you to make sure you want to delete this item.

  • Clicking OK will delete the selected item and close the window.

CS Activity Codes
Copyright 2019
Revised 5.7.2019


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