Quick actions for a CSR

This widget provides instant access to frequently used tasks and shortcuts, to improve the efficiency and convenience for a user.

These quick access options are available:

  • Check Price and Availability: Use this option to inquire about selling price and stock availability of the selected item.
  • Look up customer: Use this option to quickly access the customer information.
  • Create customer activity: Use this option to efficiently record and manage customer interactions, which enables the CSR to have a streamlined communication tracking and thereby, improving the customer relationship management.
  • View my open orders: Use this option to view all the open orders till date.