When a call or non-voice interaction is delivered to you, you can view the customer details and contact information for the caller/sender on your web interface and make changes, if required.
Click play to watch a video on managing contact details.
Update customer details #
- On the sidebar menu, click Contacts and a list of contacts is displayed
- Select the customer record in the Contacts list or search on the customer to view the customer details and contact information
- Click the edit (
) icon - Enter the information in the appropriate field(s)
- Click Save (
) - The customer’s contact record is updated
To cancel a change, click the Cancel icon (X).