Customer Lookup
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 ...
Customer Lookup
Module: Customer Service Path: Customer Service > Customer Service > Customer Lookup Topic: Customer Lookup Version(s): Version 5.1 and up Editions: All Editions What Is Customer Lookup Use the Customer Lookup to find a customer by various ...
Add New CS Event
Module: Customer Detail Screen Topic: Add New CS Event Version(s): Version 5.1 and up Editions: Standard, Commerce, Call Center What Are CS Events CS Events are records of transactions and activities relating to the customer and their data. Making ...
Subscription Order Profile
Module: Customer Profile Path: Customer Service > Customer Lookup > Customer Detail Page Topic: Subscription Order Profile Version(s): 5.1 & up Editions: All What Are Subscription Order Profile The Autoship Order Profiles Tab allows you to edit/view ...
Customer Sequence
Module: Customer Continuity Subscription Path: Customer Detail > Subscription Information Topic: Page Overview Version(s): Version 5.1 Editions: Standard, Commerce, Call Center What is Customer Sequence? The Customer Sequence window allows the user ...
Add New Order
Module: Customer Detail Page Path: Topic: New Order Tile Version(s): Version 5.1 and up Editions: All What Is New Order Tile The new order tile allows you to create a new order for this specific customer with customer related information already ...
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 ...
Customer Detail Page
Module: Customer Detail Page Topic: Page Overview Version(s): Version 5.1 Editions: Standard, Commerce, Call Center What is Customer Detail Page? The Customer Detail Page is hub for information about a specific customer. The page contains the ...