Operate > IBM Sales Center for WebSphere Commerce > Ticklers

Create a tickler

Ticklers are created to serve as a reminder. You can create a tickler for yourself, or one might be created for you. For example, a customer asked you to submit a quote with payment information by a certain day. By creating a tickler, you can remind yourself to do so. Or, the system generates a tickler for you because the payment failed on one of the orders.

Ticklers can be assigned to yourself, colleagues or even an entire customer service representative group.

To create a tickler:

Procedure

1. Log on to the IBM Sales Center.
   

2. Optional: Select a store. A store does not have to be selected for you to create a tickler.

3. Execute one of the following actions:

   • Click Tickler > Create (Ctrl+T).

   • If the Ticklers view is not open, click View > Show Views > Ticklers and then click the Create Tickler icon ().

   • Right-click anywhere in the Ticklers view, and then click Create Tickler.

4. Select a store from the Store list.

5. Select a reason for the tickler from the Reason list.

6. Select whether the tickler is related to a Return, Order, Quote, or Customer.

7. Enter the identifier of the object to which the tickler is related, or click the Find customer icon to search for it.

   In the case of a customer, you can also create a new one from the search page.

8. Optional: Enter a comment.

9. Optional: Select a remind-on date, hour, and minute.

10. Select the assignee. Your choices are:

    Assigned by system

    If you choose to let the system assign the tickler, the system will assign it in this priority:

    • If there is a Customer Service Representative (CSR) assigned to the customer, then assign the tickler to this CSR.

    • If there is a Customer Service Representative team assigned to the customer organization, then assign the tickler to this team.

    • Assign the tickler to the CSR who created the tickler.

    Assign to myself

    This option will assign the tickler directly to you.

    Assign to responsible representative

    When this option is selected, you can use the list to assign the tickler to a colleague.

    Assign to responsible team

    When this option is selected, you can use the list to assign the tickler to a CSR team.

    Assign to responsible representative in team

    When this option is selected, you can use the Select team and Select representative lists to assign the tickler.

11. Click OK.

Related concepts

Ticklers

Customer service representative groups and customer territory groups

Related tasks

Record work on a tickler

View ticklers

Filter ticklers

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