CSM Simulator Task - Special Handling Notes Simulator Task
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02-26-2024 04:05 PM
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.
Does anyone know how to complete this task?
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10-08-2024 07:20 AM
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
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
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.