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:
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Buying Agreements.
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Current Product Summary.
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Customer Account Balances.
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Customer Aging.
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Customer Conversations.
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Customer Notes.
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Customer Search.
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Expiring Buying Agreements.
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Invoice Summary.
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Last 10 Product Purchases.
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Last 10 Shipments.
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Most Recent Bills.
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Most Recent Consolidated Bills.
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Product Alternates.
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Product Notes.
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Product Sales.
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Product Search.
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Product Specifications.
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Recent Orders.
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Recent Quotes.
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Recent RMAs (recent returned material authorizations).
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Sales History by Customer.
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Schedules Past Ship Date.
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Trade Promotions.