Notes can be used to create a pop-up messages that will display whenever a customer is loaded in the Desktop (and only the Desktop). The pop-up can be used to immediately identify a frequent donor or a known scalper.
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Hint Customer Popup notes can also be created on benefits. The message will appear for as long as the customer's benefit is valid. |
To create a customer pop-up:
1.Open Customer Services from the Desktop.
The Customer|Search page appears.
2.Search for and select the customer that you want to add a pop-up message to.
The Customer|Basic page appears.
3.Select the Notes tab.
The Customer|Notes page appears.
4.Click 'Add Note'.
A new the Customer Notes section appears.
5.Select Customer Popup from the 'Type' dropdown.
6.Enter the text that you want to appear in the pop-up in the 'Message' field.
7.Optionally, complete any additional/appropriate fields (you can define an 'End Date' at which point the pop-up will no longer display, or an access mode so that the pop-up only appears when you load the customer.
8.Click 'Apply'.
A window confirms that the customer was updated.
9.Click 'OK'.
The pop-up message will be displayed whenever the customer is loaded on the Customer|Basic page, or on the Order|Summary and Offer|Summary pages if the customer is added to the order/offer via the radio buttons.
If more than one pop-up has been added to a customer, all of the messages will appear in one pop-up.
