Deleting customer notes
You can delete a customer note that is no longer required.
Procedure
- Log on to Sterling™ Call Center. The Home page opens.
- 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.
- Click the Notes tab. The existing notes are displayed.
- Click the Delete icon corresponding to the note that you want to delete and confirm the deletion.