Creating tickler action code assets

In the Multichannel Sales Center, a tickler reminds a CSR or Customer Service Supervisor to perform an action such as calling a customer to get a replacement payment instruction or to review a price override. A tickler action code classifies work which is in done in an effort to resolve a tickler. To create tickler action codes:

  1. Create an XML file that follows the wcs.dtd file. The DTD file is located in the following directory:
  2. Using the following example as your guide, define a tickler action code asset in your XML file in the TKLRACTION and TKLRACTDSC tables:
    <tklraction tklraction_id="-1001" store_id="0" code="TicklerAssign" closingaction="0" markfordelete="0" />
    <tklractdsc tklraction_id="-1001" language_id="&en_US;" description="Assign tickler" />
    

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