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Select the “Manage Customer Queries” link under the “Sales Office Desktop” business component.
The “Manage Customer Queries” page appears.
Enter the following details in the “Search Criteria” group box: Data entry in the following fields is optional.
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Query No. From |
The starting number in the range of numbers identifying the query. (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. |
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Query No. To |
The ending number in the range of numbers identifying the query. (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. |
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Status |
Use the drop-down list to select the status of the query. The values “Pending”, “Responded” and blank get populated. The system displays blank as default on launch of this page. |
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Query Date From |
The starting date in the range of dates identifying the query. (Date Format). Ensure that the entered date is lesser than or equal to “Query Date To”. |
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Query Date To |
The ending date in the range of dates identifying the query. (Date Format). Ensure that the entered date is lesser than the system date. |
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Org. Unit |
Use the drop-down list to select the organizational unit. The values present in CIM (Component Interaction Model) mapping get populated. The system displays the login OU as default on launch of this page. |
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Customer Code From |
The starting code in the range of codes identifying the customer. (Alphanumeric, 18). You can enter the code in full or specify it partially using the “*” character. |
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Customer Code To |
The ending code in the range of codes identifying the customer. (Alphanumeric, 18). You can enter the code in full or specify it partially using the “*” character. |
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Customer Name |
The name of the customer. (Alphanumeric, 40). |
Click the “Search” pushbutton to retrieve the search results.
The system retrieves query details for the entered search criteria.
The system displays the following details in the “Search Results” multiline:
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Org. Unit |
The OU of the query. |
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Customer Code |
The unique code identifying the customer. |
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Customer Name |
The name of the customer. |
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Query No. |
The unique code identifying the query. |
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Query Date |
The date on which the query was created. |
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Status |
The status of the query. It can be any one of the following.
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Enter the following details in the “Search Results” multiline.
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Query Desc. |
The descriptive information about the query. |
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Response |
The response about the query. Note: - Response is mandatory if the row is selected. |
The system displays the following details in the “Search Results” multiline:
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Created By |
The login id of the user who had created the query. |
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Created Date |
The date on which the query was created. |
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Modified By |
The login id of the user who had given the response. |
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Modified Date |
The date on which the response was given. |
Click the “Save” pushbutton to save the entered details.
The system identifies the selected row(s) and in those rows it updates the status to “Responded”.
Select the “Attach Notes” link at the bottom of the page to specify notes.
