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Using Employee-Facing Pagelets Common to CRM Applications

This topic discusses how to use the CRM employee pagelets that are common to the PeopleSoft CRM applications.

This table describes the pagelets used to view information about a customer:

Pagelet

Usage

For More Information

Installed Products

Displays the product ID and quantity of each product installed at a customer's site and provides a link to the product ID details.

See Understanding Installed Products.

Recent Interactions

Lists the most recent interactions that a customer has had with your organization and provides a link to the details.

See Understanding Interactions.

Self Service Help Desk

Enables users to review their own cases.

See Understanding Customer Self-Service.

CRM Worklist

Enables users to see a summary of their worklist items and supports navigation to individual worklist items.

See Understanding PeopleSoft CRM Workflow.

Relationship Grid

Provides a view of the relationships that a customer has with other customers or contacts in the database.

See Understanding the 360-Degree View.