WebSphere Commerce EnterpriseWebSphere Commerce Professional

Customer service representative groups and customer territory groups

In the Sales Center, the administrator has the ability to control what customers a particular customer service representative can deal with. This is to ensure that a particular CSR team always works with a specific group of customers when the system assigns ticklers. Ticklers assigned by the system will be assigned automatically to a customer service representative group if that group has been assigned to the customer territory group that the customer is a part of.

Specific customers, customer territory groups, and organizations can be assigned to a customer service representative group or directly to a specific customer service representative. This functionality is only used when assigning ticklers.

Creation and management of customer service representative groups and customer territory groups, as well as assigning customers to a customer service representative or customer service representative group, is performed in the Organization Administration Console. For detailed information, open the Organization Administration Console and select Help. From this table of contents, select Administering, then Member Groups.

Note: The Web Browser perspective includes a toolbar that links you directly to the Organization Administration Console. Your administrator determines if you need to access these pages for any of your tasks.