R21 p2 - Customer contact feature
Version: 5.1
Release Number: 21
Patch: 2
Title: Customer contact feature
Application Category: Other, CS Functionality (1)
Patch Type: Feature
Description:
Enhanced customer contact features:
- Added a new Correspondence tab which can show email conversations to and from a customer. Note, the tab itself was available for Customer Portal users in previous releases, but it only showed incoming messages sent to a help desk inbox via the Portal.
- Added new Send Email feature (shown on the Correspondence tab). Emails can be sent to customers (using the email address stored on their customer record, from a designated CS Email profile (which can be configured in the system preferences)
- Replies are automatically collected by the system and displayed on the customer correspondence tab as soon as they are received.
- The CS Agents home screen will show a summary list of unread emails (based on customers they have contacted before), so they can easily find and respond to them.
Articles:
Related Articles
Contact Customer
Module: Contact Customer Path: Customer Detail > Customer Interaction > Correspondence tab Topic: Contact Customer Version(s): Version 5.1 R21 and later Editions: Commerce & Call Center What is the Contact Customer Feature? The Correspondence tab on ...Admin - Company - Contact
Module: Customer Portal Path: Admin > Company > Contact Topic: Company - Contact OLX Version(s): 5.1 OLX Editions: Commerce, Call Center The contact information you want your customers to utilize while they are logged in to your Customer Portal can ...R20 p22 - Create multiple autoships from Customer Detail screen feature
Version: 5.1 Release Number: 20 Patch: 22 Title: Create multiple autoships from Customer Detail screen feature Application Category: Other, Continuity; CS Functionality (1) Patch Type: Feature Description: Added new interface for selecting and ...Edit Customer Information
Module: Order Detail/Customer Detail Center Path: Topic: Edit Customer Information Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center What Is Edit Customer Information The Master Customer Address can be edited from both the ...Edit Customer Information
Module: Customer Detail Center Path: Customer Detail Center Topic: Edit Customer Information Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center What is Edit Customer Information Editing customer information is when you adjust ...