Filtering customer notes

You can filter customer notes to view the required note.

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. Expand the Filter panel. The criteria necessary to filter notes are displayed.
   You can select the appropriate filter criteria such as contact type, note type, or customer satisfaction. By default, lower priority notes and system generated notes are excluded. However, you can exclude or include filter criteria to suit your needs.
5. Click Apply to apply the filter and view the refined list of notes.

   The notes are displayed in a specific format. The note type, description, user name, date, time of creation, and customer satisfaction indicator are displayed. For example, icons are used to indicate whether a note is of high priority or meant for internal purposes.

   If you select the contact method as email and enter the email address in the contact details when you create a note, the email address of the customer is displayed as a link in the note. You can click the link to send a mail to the customer by using the default mail application.