Legacy platform

Deleting customer notes

You can delete a customer note that is no longer required.

Procedure

  1. Log on to Sterling™ Call Center. The Home page opens.
  2. Go to the Customer Details screen in one of the following ways:
    • In the Customer panel, enter the appropriate details, and click Find Customer.
    • In the Related Tasks panel, click Customer Search. The Customer Search screen opens. Enter the appropriate details and click Search.

    If the search results in a single order, the Customer Details screen opens. If the search results in multiple orders, a list of orders is displayed. Select the order that you want to view.

  3. Click the Notes tab. The existing notes are displayed.
  4. Click the Delete icon corresponding to the note that you want to delete and confirm the deletion.