User Profile - CR

The Services menu is where Customer Service associates do most of their work (starts, moves, draw changes, etc.). Some Service defaults can be set up for individual users using this option.

To define Customer Service defaults for users:

1. Select User Profile - CR from the Security menu to display the User Profile CR screen.

   
2. Click Add and complete the following fields.

   Field	Type	What to enter
   USER NAME	open (8)	Enter the User ID of the user that you are setting up defaults for.
   SIGNON PRODUCT	setup	Enter the default publication to be used when the user logs in to Circulation. Leave this field blank if there should be no default.
   SEARCH MODE	predefined	Enter the default search mode for the user when locating customers. This determines what field the search starts in. Press F2 for a list of choices.
   SEARCH TYPE	predefined	Enter the default for the Search Type field when locating customers. Search Type indicates the subscription status of the customer and can be set to active subscribers, all subscribers (active or inactive), non subscribers, or all households (both subscribers and non subscribers).
   DEFAULT TAB	predefined	Indicate whether the user should see the Transaction or the Subscription tab as the default in the Customer Service window. The default can be temporarily changed in Services | Signon.
   DISPATCH METHOD	predefined	Indicate the primary dispatch method for this user (District, Route, Service Area, Truck, or Zone). Dispatch (service) drivers may be responsible for delivering products, publications, and/or messages to certain geographic areas. These service drivers may be assigned to a zone, district, route, truck, or service area which indicates the method for dispatching. For example, you may have set up two service areas to which all of your routes have been assigned for dispatching purposes.
   DISPATCH ORDER	predefined	Indicate the primary dispatch order for this user (Number Calls, Complaint Total, Shortage Total, Urgent Total).

3. Click OK to enter the default information into the database.