You can view existing notes associated with a customer and add new notes to the
customer's profile.
Procedure
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Log in to Sterling Store Engagement and switch to the
Customer Service View by using the eye icon.
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In the More Tasks portlet, click Look up Customer.
The Look up Customer portlet opens.
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Identify the customer and navigate to the Customer Profile screen.
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On the customer's profile, you can perform the following tasks:
- Click the notes icon in the bottom panel. The Notes window opens where you
can view the existing notes.
- In the Add Note field, enter an appropriate note.
You can select Mark
important for a note, if required.
- Click Add. The newly added note is displayed.
You may click Close to close the window after viewing or adding notes.