Maintaining Customer Conversations

In this topic, you will learn how to maintain customer conversations.

Steps:

1. Begin by navigating to the Conversations page.

    

   Click the Scroll Down arrow.

   Step 1

2. Click the Accounts Receivable menu.

   Step 2

3. Click the Customer Interactions menu.

   Step 3

4. Click the Conversations menu.

   Step 4

5. Click the View/Update Conversations menu.

   Step 5

6. Click in the Cust ID field.

   Step 6

7. Enter the desired information into the Cust ID field. Enter

    a valid value
    e.g.
    "CWB101"
   .
   Step 7

8. Click the Search button.

   Step 8

9. Use the scrollbar to view additional information on the page.

   Step 9

10. Click the Reminder link.

    Step 10

11. Use the Conversations page to review and update conversation information for the SetIDs and customers that you select.

    Step 11

12. Use the Status list to select the status of your customer's conversation.

    Step 12

13. Use the Action field to specify an action that you will perform in relation to a customer.

     

    Click in the Action field.

    Step 13

14. Enter the desired information into the Action field.

     

    Enter "CALL".

    Step 14

15. Use the Keyword1 field to specify the keyword to categorize conversations for easier retrieval in PeopleSoft Receivables.

     

    Click in the Keyword1 field.

    Step 15

16. Enter the desired information into the Keyword1 field.

     

    Enter "SENT".

    Step 16

17. Click the References tab.

    Step 17

18. Use the References page to link a conversation to a reference.

    Step 18

19. Click in the Qualifier field.

    Step 19

20. In this example, you will reference the Item Number.

     

    Enter the desired information into the Qualifier field.

     

    Enter "I".

    Step 20

21. The Reference ID field appears when you press Enter on the keyboard.

     

    Press [Enter].

    Step 21

22. Click in the Reference ID field.

    Step 22

23. Enter the desired information into the Reference ID field.

     

    Enter "0000678451".

    Step 23

24. Click the Save button.

    Step 24

Congratulations, you have successfully learned how to review and update conversation information for your customer.

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