Customer Service Report
This report can be found under Reports|Call Center|Customer Service
This report can be used to track all customer activity done in the system. You can see action done by the system as well as any user in relation to a customer's profile.
Choose which filters to refine down search:
- Choose the defaulted date ranges or specific dates.
- Campaign: The campaign customers are within
- Product: The specific product customer bought
- Call Center: The call center the customer came through.
- User: The user within the CRM that did the actions.
- Access Level: Admin/ Customer Service Agent / Affiliate/ API User/ CS Admin/ Sales Rep
- Actions:
- Partial - incomplete order
- New Sale Declined - New sale transaction not successful
- New Sale Success - Successful new sale transaction
- QA Declined - Quality assurance declined
- QA Approved - Quality assurance approved
- QA Pending - Order set to QA pending
- Trial Started - Started recurring trial
- Rebill Started - Rebill initiated
- Trial Completed - Customer completed trial
- Trial Failed - Trial transaction not successful
- Rebill Success - Rebill success
- Rebill Failed - Rebill declined
- Rebill Completed - Completed all billing cycles
- Recycle Saved - Successful recycle billing transaction
- Recycle Failed - Recycle billing transaction not successful
- Order Cancelled - Cancelled order
- Rebill Cancelled - Cancelled recurring purchase
- Rebill Restarted - Rebill restarted
- Agent Note - Note added by agent
- Customer Updated - Updated customer
- Purchase Updated - Updated purchase
- Order Updated - Updated order
- Fulfillment Updated - Updated fulfillment
- Refunded - Successful refund transaction
- Refund Failed - Refund transaction failed
- Blacklisted - Customer added to blacklist
- Chargebacked - Chargeback transaction
- Membership Started - Customer added to membership
- Membership Cancelled - Customer removed from membership
- Membership Restarted - Customer restarted membership
- Autoresponder - Email sent to customer
- Trial Skipped - Cancelled recurring trial
- Restart Billing - Billing cycle restarted
- Rma Pending - Fulfillment set to pending return
- Order Returned - Return received from customer
- Order Shipped - Fulfillment shipped
- Order Failed - Fulfillment failed
- Order Frozen - Permanent hold on fulfillment
- Rebill Forced - Next bill forced for immediate charging
- Pending - Fulfillment has been received by the fulfillment house but hasn't been sent
- Oder Reshipped - Fulfillment reshipped
- Void - Order has been voided
- Hide System Actions - Hide all action done by system(API calls included)
- Agent Notes Only - Hides all actions unless they are done by an agent
- The actions seen above are also the ones that will display with the Summary section of this report:
On the right of this report you can see totals of all the actions performed.
Customer Service Report Details
Summary
- Action: Type of Action initialized by User
- Total: # of records affected by Action
Details
- Username - The user who did the actions
- Customer - The name of the customer that action was completed on
- Actions - What was actually done
- Message - Manual agent notes or system generated notes
- Access Level - The access level of the user who did the action
- Date Created - Date the action was done
- Is Note - Will display with a note if agent manually put in a note