Additional Customer Data Options

Purpose: The More Options ellipsis menu () next to the Create Order option on the title area of the Customer page provides additional customer data options. Clicking on a menu option opens as its own drawer. Some drawers are conditionally displayed.

You can perform the following actions on the Customer page from the More Options ellipsis menu.

• Manage Alternate Customer Numbers
• Manage Customer Tax Details
• Manage Email Addresses
• Manage Customer Memberships
• Manage Customer Specific Notes
• Create a Catalog Request
• Select Profile Responses
• Enter User Defined Values

The following drawers are conditionally displayed.

• Loyalty: Only displays when ORCE Customer Integration (L37) system control value is set to INTERACT and Use ORCE Loyalty (M06) is selected.
• Profile : Available only when there is at least one category with responses defined in Work with Profile Categories (WPFL).
• Request Catalog. Only displayed when set to display in Work with Contact Center (WWCC).
• User Defined Fields. Only shown when customer level User Defined Field details exist with field type=Input as defined in Work with User Defined Fields (WUDF).