Customer Service Manager and Customer Service Representative (CSR) Pagelets

These pagelets enable customer service managers and representatives to view key information about customers and products and effectively manage promotions:

  • Buying Agreements.

  • Current Product Summary.

  • Customer Account Balances.

  • Customer Aging.

  • Customer Conversations.

  • Customer Notes.

  • Customer Search.

  • Expiring Buying Agreements.

  • Invoice Summary.

  • Last 10 Product Purchases.

  • Last 10 Shipments.

  • Most Recent Bills.

  • Most Recent Consolidated Bills.

  • Product Alternates.

  • Product Notes.

  • Product Sales.

  • Product Search.

  • Product Specifications.

  • Recent Orders.

  • Recent Quotes.

  • Recent RMAs (recent returned material authorizations).

  • Sales History by Customer.

  • Schedules Past Ship Date.

  • Trade Promotions.