Customer Service homepage available

A pre-defined homepage for CloudSuite Distribution customer service representatives (CSRs) is now available in Infor Ming.le. Each widget on the homepage is designed to assist CSRs in performing tasks, resolving issues, and improving customer satisfaction.

The homepage includes these types of widgets:

  • Birst: Shows Birst Visualizer reports that were created in CloudSuite Distribution Analytics. CSRs can click Explore to view a report in Birst. The reports are also displayed as a dashboard in CloudSuite Distribution Analytics.
  • ION: Shows alerts that are set up by your system administrator in ION. CSRs can assign alerts to themselves and then indicate that they are done.
  • Distribution SX.e: Shows data from Distribution SX.e without opening the application.

These widgets are included on the homepage:

  • Customer Service banner widget is that is comprised of these widgets:
    • No Sales Last 30 Days
    • Fill Rate - Top 5 Customers by Sales
    • # of Orders by Stage Code
  • Customer Lookup
  • Warehouse Lookup
  • Product Lookup
  • Invoice Listing
  • Customer Open Orders
  • Customer Period Balance
  • Convert Quotes
  • Shipment Delays
  • Quote Expiration
  • Short Shipments
  • Shipment Overdue
  • Menu

See the Infor Distribution SX.e User Guide for information about the details about each widget.

Feature activation

The Customer Service homepage is available in the Page Catalog on the Homepage view in Infor Ming.le. To add the Customer Service page to their Homepage view and view the contents, the SX-CustomerService, SXBIRST-User, and SX-Birst-OrderEntry security roles must be assigned to a CSR's Infor Ming.le user record. When a user can sign in to more than one company, the CSR must configure the lookup widgets to specify the company and user ID for which to retrieve the information.

To display alerts in the ION widgets, the SXe_CustomerService group must be included on the distribution list for the related monitors, workflows, or activation policies in ION Desk. To view content in the ION widgets, the SXe_CustomerService or the SXe_Sales group must be assigned to the CSR's Infor Ming.le user record.

See the Infor CloudSuite Distribution Configuration Guide.