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. |
|
Recent Interactions |
Lists the most recent interactions that a customer has had with your organization and provides a link to the details. |
|
Self Service Help Desk |
Enables users to review their own cases. |
|
CRM Worklist |
Enables users to see a summary of their worklist items and supports navigation to individual worklist items. |
|
Relationship Grid |
Provides a view of the relationships that a customer has with other customers or contacts in the database. |