Legacy platform

Emailing orders

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

  1. Log in to Sterling™ Call Center. The Home screen opens.
  2. 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.
  3. In the Related Tasks panel, click Send Email. The Email Order pop-up opens.
  4. 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.
  5. 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.