Maintaining Customer Relationship Requests

This section describes the functionality supported for viewing and maintaining customer relationship requests.

Refer to About Customer Relationship Requests for an overview of customer relationship request functionality.

Navigate using Menu > Integration > Customer Relationship Request > Search. You are brought to a query portal with options for searching for customer relationship requests.

Once a customer relationship request record has been selected, you are brought to the maintenance portal to view and maintain the selected record.

The Customer Relationship Request zone provides basic information about a customer relationship request. Refer to the embedded help for more information.

The Notes zone allows users to capture additional notes to the customer relationship request.