Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

PCR-360 makes it easy for Customers to select Service(s) they would like with the Service shopping page. These selections can be submitted as a Request to the Customer Service Reps to work on. Administrators can set what Services the Users can see on the CustomerCenter with the Orderable flag in the Services Catalog. Services can also be made unavailable by having their Service Catalog status set to be inactive.
Service Catalog Shopping PageImage Modified

Navigation

There are two ways to open the Services shopping page.

...

  1. Click the Add a Service link from the Getting Started form, when a user first navigates into the CustomerCenter. All of the available Services in the Organization are displayed.

    Getting started Menu exampleImage RemovedGetting started Menu exampleImage Added
  2. Click the 'Shopping' link in the menu and then click Services to open the Services Categories page, and allows the User to select a Service.

    Shopping Menu Example

...

The Cart will update the number as well as show a thumbnail of the most recently added item to the Cart.
Update Cart FormImage Modified

Adding a Task Action

...

Excerpt

Users can add services to new or existing Request. Once a User selects a Service they want, click the Requestbutton to activate the pop-up menu. You then have the option to "Create a new Request" or you can select one of your "Saved Requests". If you select an existing request, the service will be added to that request. Categories with multiple services may continue to be nested with multiple Services under them.

New Service Request CustomerCenterImage Modified         

If you select "Create New Request", a new Request will be created with the title "Request" followed by a number.

New Request example