View Black Book

The Black Book feature to view your primary customers' contact information. The Black Book feature is only available through Oracle Retail Customer Engagement Cloud Services. Your security privileges determine the associates and customers you can access.

To view your black book:

1. Go to the Back Office.

2. Click Associate Tasks.

3. Click Black Book.

   If the Associate Filter screen opens, continue with Step 4.

4. Click the correct employee.

   The employee's black book opens.

Black Book Screen

The Black Book screen displays the following information for each customer in the employee's black book:

• Customer Name - Full name of the customer.

• Email - Customer e-mail.

• Phone - Customer phone number.

View a Customer Record

To open a customer record in Customer Maintenance from the Black Book Screen:

1. Select a customer in the list:

   • Click the customer.

   • Use the up and down arrows to highlight the customer, then press the Spacebar.

2. Click View Customer.

   The customer record opens in Customer Maintenance.

3. Click Back to return to the Black Book Screen.