Process: Create tickler
Flow
Objective
To allow a CSR to create tickler.
Description
Customer service representative can create new tickler.
When creating new tickler, customer service representative can specify the action object (for example, an user, an order, a quote or a return object) that an tickler is associated with, the reason why an tickler is created, the date an assignee of an tickler should be reminded to act on and the assignee of a tickler.
The assignee of the tickler can be the originator of the tickler, the service representative, r service representative team or any representatives in the service representative team assigned to the customer associated with the action object.
Features
- Create ticklers on action objects such as user, order, quote and return.
Customization
Display elements can be suppressed, modified or added. See underlying server processes for the many changes which can be made through configuration rather than customization.
Edition
Professional, Enterprise
Tasks
| Task | Description | Role |
|---|---|---|
| Specify action object |
A CSR specifies the action object (for example, a user, an order, a quote or a return object) that an tickler is associated with. |
Customer Service Representative |
| Specify assignee |
A CSR specifies the assignee of a tickler. |
Customer Service Representative |
| Specify reason |
A CSR specifies the reason why an tickler is created. |
Customer Service Representative |
| Specify remind-on date |
A CSR specifies the date an assignee of an tickler should be reminded to act on. |
Customer Service Representative |
Business artifacts
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