Customer Care
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1) | Select the Customer Care menu option.
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2) | Select method to Search By and enter a Search value. Press the <Enter> key.
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3) | Use tabs and buttons to add New, Edit, View and Print transactions and information for the selected customer.
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<Home> | causes the cursor to jump back to the search field while in Customer Care
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<Alt+Home> | will revert Customer Care to the previously viewed record
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<Alt+PgUp> | locates the previous customer/prospect in account order
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<Alt+PgDn> | locates the next customer/prospect in account order
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<Ctrl+PgUp> | locates the previous customer/prospect in name order
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<Ctrl+PgDn> | locates the next customer/prospect in name order
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The records contained here are copies of the sent/received e-mails from this customer by individual users and groups. Attachments are not copied to this section, and must be accessed via the original mailbox.
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