Customer services title block

The Customer Services Editor allows operators to create and record customer service events or amend existing ones.

Customer services window

Customer services editor

A unique call reference number is allocated to every call. Each call is treated as a unique event with an associated audit trail which provides the basis of reporting and analysis.

A customer services event can be created against an existing customer record or against an anonymous account. For example the service call might be to enquire on shop opening times and customer details need not be recorded.

The Customer Services Editor allows you to record:-

  • The original source of the call i.e. phone, email or letter
  • The status of the call i.e. pending, urgent, closed etc
  • The nature of the customer service event and a sub reason. For example if the reason for the call is a customer complaint this may be analysed as a sub reason of product malfunction, incorrect goods or late delivery
  • The customer details or if an anonymous account
  • Add sales orders, product or store details or notes without having to move from the primary screen