Entering customer information
To enter customer information:
- Select Operations > Call Center > Call Center.
- Click Create New Call Center Record.
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Specify this information:
- Name
- Specify the customer’s first name, middle initial, and last name.
- Company Name
- Specify the company where the customer is employed.
- Employee Code
- Specify the code for the employee.
- Address 1/Address 2
- Specify an address.
Note: Click Copy to Work Address to copy Address 1 or Address 2 to the work address on the action request.
Specify the customer's City, State, and Zip Code.
Specify the customer's Primary Phone, Secondary Phone, and Third Phone numbers.
Specify the customer's Primary Fax and Secondary Fax numbers, as well as the Primary E-mail and Secondary E-mail addresses.
Note: Click Launch E-mail to send an email message to the customer.- Address Alias
- Specify a popular name for an address, e.g., Haywood Mall or Cleveland Park.
- Notes
- Enter notes specific to the customer.
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Choose one of the following options to save:
- Click Save as New to save the customer information to a new contact information record.
- Click Save Changes to save any changes made to this customer’s information to the existing contact information record.
Note: Optionally, if you do not wish to save the information to a contact information record, leave the information added and navigate to another section. The new information is saved to the customer request, not to the contact information record.