Custom scripts can be configured through the Customer Service Scripts setting in Customer Management. Please contact your Account Manager for additional information.
To access this feature, you must have the Application > CostGuard Client > Customer Management > Settings > Customer Service Scripts permission enabled in Administration Console.
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In the IDI Desktop Client, select Applications > Customer Management > Settings > Customer Service Scripts. This opens the Customer Service Scripts window which contains a list of the existing actions a permissioned user can create and run scripts for.
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Select an action and create a new or edit and existing script.
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Enter the text in the rich text format.
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Rank the script to determine of the following when an Order involves multiple actions:
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If the system is configured to display all applicable scripts, rank is used to determine the order in which scripts are displayed.
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If the system is configured to display the script for the primary action only, the highest ranking script will be displayed.
Note
Ranking is a permission-based setting and must be enabled before using.
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Once you have configured the appropriate processing rules, click Save.
Rules for Displaying Scripts for Client Functions
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Scripts display in order of rank or just the highest rank, depending on setting
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For Customer Management, display on submitting order or completing action
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For POS, display on Complete Sale
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Users must acknowledge or choose to cancel the action
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Users can navigate back and forth if multiple scripts apply