Customer Service Model Referral Preferences

  1. On Homepage, specify PMDQACSM in the text box, and click next arrow.
    Customer Service Model Referral Preferences screen is displayed.

    Figure 2-29 Customer Service Model Referral Preferences

    Description of Figure 2-29 follows
    Description of "Figure 2-29 Customer Service Model Referral Preferences"
  2. Click New button on the Application toolbar.
  3. On Customer Service Model Referral Preferences screen, specify the fields.
    For more information on fields, refer to the field description below:

    Table 2-18 Customer Service Model Referral Preferences - Field Description

    Field Description
    Host Code System defaults the host code of transaction branch on clicking ‘New’.
    Host Code Description System defaults the description of the Host code displayed.
    Customer Service Model --
    Restriction Type Select the Restriction Type between Allowed and Disallowed.

    Note:

    If the Restriction type is 'Disallowed' and no CSM is listed, then the Referral is applicable to 'ALL'.
    Customer Service Model Specify the Customer Service Model from the list of values.
    Description The Description is defaulted when Customer Service Model is selected.