Viewing customer comments
The Comments page in the customer editor displays all the comments logged by a Customer Service Representative (CSR) for a particular customer. You can view all comments, sort them by date, by perspective, or by who created the comment.
About this task
Comments can be identified as either CSR or customer perspective; both types are entered by the Customer Service Representative. If the customer requests that you add a comment, you can mark it being from the customer perspective. All customer comments can be modified or deleted.
To view customer comments:
Procedure
- Log on to the IBM Sales Center.
- Select a store.
- Find a customer, or select a customer in the Stores view.
- Select the Comments page.