Change or remove customer problem

You can update or remove a customer problem at any time.

To change or remove customer problem

1. Open the Customer Service Inquiry (CRMCSR) page.

   a. Select Sales Management > Sales Transactions > Customer Service Inquiry.

   b. Search for CRMCSR or Customer Service Inquiry in the Navigation box and then select Customer Service Inquiry.

   The Customer Service Inquiry (CRMCSR) page appears.

2. To change a problem:

   a. Make the changes to the inquiry, if necessary.

   b. On the toolbar, click Save.

   The Modified Date field will change to the date and time when the inquiry is saved.

3. To remove the problem:

   a. On the toolbar, click Delete.

   A message “Preparing to delete this information. Are you sure?” appears.

   b. Click Yes to confirm that you want to delete the problem.

   Or click No to retain the value.

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