Module: Customer Service
Topic: CS Event Lookup
Version(s): Version 5.1 and up
Editions: All Editions
Use CS Event Lookup to find a customer based on CS Event information, including complete and incomplete events.
- Navigate to the CS Event Lookup screen from the C.S. Agent menu. (C.S. Agent > CS Event Lookup)
- The screen lists orders sorted by Customer Information. To sort the records, click on the hyperlink of the column header you wish to sort by (for example: CS Event Info). Click once for ascending, and then again for descending sort order.
- You can search for a specific CS event/customer by choosing a filter from the drop down list, choosing a comparison operator, typing a value into the search for text box and then clicking the Apply Filter button. To remove the filter, click the Remove Filter button.
- Once you have a filter applied, you will see the "Current Filter:" displayed at the top of the lookup page.
- You can change the number of records shown per page by typing a in a new number and clicking the Refresh button.
- Once you see the customer you want to look at, you click on Customer Info. This will bring you to the Customer Detail Screen.
- To return to the previous page, click the back button
- To navigate to the product lookup page, click the product lookup button.
- To navigate to the customer lookup page, click the customer lookup button.
- To navigate to the order lookup page, click the order lookup button.
- To print the current page, click the print button.
CS Event Lookup
Copyright 2019
Revised 5.7.2019