A customer might want to refer to a copy of an order for future reference. The customer
might want to see the products that were purchased, or get a record of the product cost. A customer
service representative (CSR) can email an order to the customer's preferred email address.
Procedure
-
Log in to Sterling™ Call Center. The
Home screen opens.
-
Go to the Order Summary screen in one of the following ways:
- If you are creating a new order and then emailing it to a customer, follow the order creation
wizard.
- If you want to email an existing order to the customer, search for the order in the
Order portlet or click Order Search in the
Related Tasks panel.
-
In the Related Tasks panel, click Send Email. The
Email Order pop-up opens.
-
In the Enter the email ID field, enter the email address that the
customer wants the order sent to. If there is an email address that is already associated with the
order, the field is populated automatically with that email address. You can type in a different
email address, even if the field is already populated.
-
Click Send Email. The Order Summary screen is
displayed.
Note: Only one email address can be entered at a time. You can click repeat steps 3-5 to email an
order to multiple email addresses.