Understanding the Customer Service Representative UX One Role

The Customer Service Representative (CSR) is responsible for working directly with customers who need to order products. This includes creating new orders, updating existing orders, and creating order returns. CSRs are often assigned to specific customers and serve as the central point of contact for their customers.

The Customer Service Representative role, and the associated UX One pages and components, enable users to receive important alerts about orders, analyze data, and act on the information they see.

Note:

The information provided for you in this documentation describes a specific UX One role, and the associated pages and components, that were delivered.

You can use these role, pages, components, queries, grid formats, and form layouts as they are delivered, or you can modify them to more closely meet the requirements of your organization.

See Understanding UX One Roles.