Company administrators can view the customer details, contact information and history of recent communications that are displayed to agents on their screens when they receive calls, and make changes to this information, if required.
To view or modify customer information:
Procedure #
Step 1:
Click Customers > CRM on the menu bar.
A list of the customer records that are currently stored in the CRM is displayed.
Step 2:
Select the customer record in the Contact List or search on the customer.
The Customer Details, Contact Information and Contact History are displayed beneath the Contact List.
Step 3:
To modify customer information, click the appropriate Edit icon:
Enter the information in the field displayed and then click the Save icon:
To cancel a change, click the Cancel icon:
The customer’s record is updated in the Contact List.
Parent topic: Customer-related tasks
Related tasks
Looking up a customer’s contact record
Searching a list