Using the Hub Header

Use the buttons in the Customer Intelligence Hub header to carry out tasks associated with the account. The primary action available in the header is the Take a Payment button. Additional actions are available in the action menu. Each option navigates you to a page, drawer, or process flow where you can complete your task.

• Take a Payment: Use this option to open a payment window where you can record a payment from a customer. See Payments for more information.
• Start Service: Use this option to open the Process Flow: Start Service Request Process. See The Start Service Process and Request for more information.
• Stop Service: Use this option to open the Process Flow: Stop Service Request Process. See The Stop Service Process and Request for more information.
• Transfer Service: Use this option to open the Process Flow: Transfer Service Request Process. See The Transfer Service Process and Request for more information.
• Service Call: Use this option to open the Process Flow: Service Call Process. See The Service Call Process and Service Call Communication for more information.
• Outage Call: Use this option to open a drawer that you can use to specify the outage type. The system then opens another drawer where you can specify outage details. See Outage Calls for more information.
• Email Customer: Use this option to open an email window that you can use to send email to the customer. This option is only valid if your system is integrated with Oracle Fusion Service.
• Add Case: Use this option to open a drawer that you can use to specify the type of case you want to create. The system then opens another drawer where you can specify case details. See Case Management for more information.
• Bookmark: Use this option to create a bookmark that you can use to easily return to this customer's record. See User - Bookmarks for more information.
• Portal Maintenance: Use this option to update your Customer Intelligence Hub portal. This option is only available to system administrators. See Defining Portals for more information.
• Refresh: Use this option to refresh the Customer Intelligence Hub screen.