CSM Simulator Task - Special Handling Notes Simulator Task

Gabriela Freita
Tera Contributor

ABC Corp would like to make sure that their Customer Service Agents are aware of special conditions regarding their products and customers.  They would like to use Special Handling Notes so agents must acknowledge any important notes about the customer or product when they create a new case or look at an existing case.

Create a new Special Handling Note for the BestNet WonderWall 650 warning agents of a possible issue with the fan.

To test this, log in as Customer Service Agent John Jason and create a new case for the BestNet WonderWall 650 selected as the product.  Save the case.  You should see your Special Handling Note.

 

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Does anyone know how to complete this task?

10 REPLIES 10

@Greg K 

 

For below question

Special Handing Notes
ABC Corp would like to make sure that their Customer Service Agents are aware of special conditions regarding their products and customers. They would like to use Special Handling Notes so agents must acknowledge any important notes about the customer or product when they create a new case or look at an existing case.


Create a new Special Handling Note for the BestNet WonderWall 650 warning agents of a possible issue with the fan.


Navigate to Special Handling Notes > Special Handling Notes
Opens the Notes list
Click New button

And fill out per requirement

 

 

 

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Short description: BestNet WonderWall 650 warning agents of a possible issue with the fan

Message: BestNet WonderWall 650 warning a possible issue with the fan

 

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And fill out per requirement


Type: 2 - Conditional

Display as pop-up alert: Checked Yes

Priority: 1 - Critical or 2 - High

Expires on: End of year

Table: Case (Customer Service case)

Condition: Product is BestNet WonderWall 650

 

Submit.