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When a customer places an order in an online store they are provided a "Confirmation ID" for their order. It logically follows that when calling in about an order, a customer would expect to be able to provide that Confirmation ID for the CSR to look up and review their order. 




As it stands now, the "Confirmation ID", which is known in HQ as the Channel Reference ID, is not a column that can be added in the "All Sales Orders" screen. Additionally, a CSR cannot look up an order from the "Customer Service" screen via Channel Reference ID.




Given that the Confirmation ID/Channel Reference ID is very likely to be referenced by a customer needing assistance, it would be very beneficial to be able to search the order with the Channel Reference ID as the parameter. 




While the Channel Reference ID can be located currently, it is not without some effort, as it is relatively buried for a CSR. Adding this search capability would improve the QOL for both customers and CSR's.



Make Channel Reference ID searchable from Customer Service and All Sales Order Screens

Category: Call Center app
STATUS DETAILS
Completed
Ideas Administrator

Thanks for the idea. This is supported today. To search for an order via the confirmation number, you can navigate to the "Customer service" form and then select the "Order search" tab (Note: The default selection is the customer search tab). One of the options to search an order is by Confirmation number.

 

-Shalabh Jain

Principal program manager,

Dynamics 365 Commerce

 

Comments

J

Much needed functionality. Customer will be referring to the order confirmation email when he contacts the support.

Category: Call Center app