Page Comparison

This guide shows how to configure and use call centre and local admin functions.

Call centre

Call centre function allow users to place an order on behalf of another user. This function is typically used on call centres which receive orders for customers. Function support to:

• Search and select a customer (organisation)

• Search and select an user

• See prices, availability, place order and see order history for the selected user.

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Which customers and users that are available to seach for a call centre user may be limited to a region. This will allow one call centre to serve one region and another to serve another region and the diffferent call centres will not see each other's customers or users.

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Support centre is tuned on using these settings

^{<SupportCentreSettings>}

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^{<SupportCentreEnabled>true</SupportCentreEnabled>}

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^{<SearchByOrganizationEnabled>true</SearchByOrganizationEnabled>}

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^{<SearchInOrganizationBillingAddress>true</SearchInOrganizationBillingAddress>}

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^{<SearchInOrganizationShippingAddress>true</SearchInOrganizationShippingAddress>
</SupportCentreSettings>}

SearchByOrganizationEnabled will limit the usage so that the user only searches organisations and not users. SearchInOrganizationBillingAddress and SearchInOrganizationShippingAddress will allow the user to search on zip codes and city in the addresses of the organisations to make it easier to find an organisation.

Finally, it is possible to limit both SupportCentre and LocalAdminstration usage and limit that the users can only find and administer users/customers in one region. This is controlled by this setting:

^{<AdminAccessPolicyTypes>Country,Organization</AdminAccessPolicyTypes>}

Country will enable to make a selection of countries, and Organization will enable to select organisation numbers for customers.

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