Setting up a Callback: Sometimes customers want us to call them back later. They may want us to provide an update on their order. The callback can be set up at the bottom of the CSI Resolutions screen.
CSI ACTION: NO- click the dropdown menu and choose Yes. This will always be defaultedd to No. HOME PHONE- here u can update the contact type from home phone to work phone or the type that best fits. This is the phone number on file, verify that this is accurate. CALL BACK DATE- here u can adjust the date o the callback. CALL BACK TIME- here u can adjust the time of the callback
SUGGESTED RESOLUTION; not it will be additional for cutomer it they can use that 15$ savings pass for their next purchases.
COLOR TYPE- u will be able to click customer recipient florist/vendor if they are the one who calling u.