Enter Complementary Information
Explanation
This activity is used to add complementary information on a case created by a
customer user. It is particularly used by the customer main user to add
complementary information on cases created by it's end users.
Prerequisites
- B2B interface, My Contact Center or Contact Center must be available and
accessible.
- Log in user must have the respective B2B Customer - User connection.
- Case Basic Data must have been set up.
- There must be New and Queued customer cases.
System Effects
As a result of this activity complementary information on the case is added.
Related Window Descriptions
N/A
Procedure
Use the following procedure to add complementary information on a new and
queued case.
Customer End User,
- Open the My Contact Center
Lobby Page.
- Find & choose the lobby element My New and Queued Cases.
- Pick and open the Case ID to add information.
- Click Edit command button.
- Add or modify the complementary information such as case description, business
object, contacts.
- Save the changes.
- Add a Contact Note if required.
Customer User,
- Open the Contact Center
Lobby Page.
- Find & choose the lobby element New and Queued Cases.
- Pick and open the Case ID to add information.
- Click Edit command button.
- Add or modify the complementary information such as case description, business
object, contacts.
- Save the changes.
- Add a Contact Note if required.