5.4 Customer Service screen’s Customer Service tab

Open the respective screen from the LHS menu and load the account you want to work with. Click the Customer Service tab to view the sections under it.

This section consists of the following topic:

5.4.1 Recording a Call Activity

To record a call activity

  1. Open the respective screen from the LHS menu and load the account you want to work with.
  2. Click Customer Service sub tab and then click Call Activities tab under it. Click Add. The system displays the following screen.

    Figure 5-2 Recording a Call Activity



For details on this screen refer Customer Service screen’s Customer Service tab section in Customer Service chapter.