To enter customer information:
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Select Operations > Call Center > Call Center.
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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
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Specify an address.
Click Copy to Work Address to copy Address 1 or Address 2 to the work address on the action request.
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Specify the customer's City, State, and Zip Code.
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Specify the customer's Primary Phone, Secondary Phone, and Third Phone numbers.
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Specify the customer's Primary Fax and Secondary Fax numbers, as well as the Primary E-mail and Secondary E-mail addresses.
Click Launch E-mail to send an email message to the customer.
Address Alias - Specify a popular name for an address, such as Haywood Mall or Cleveland Park.
Notes - Enter notes specific to the customer.
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Choose one of the following options to save:
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Click Save as New to save the customer information to a new contact information record. See Entering contact information.
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Click Save Changes to save any changes made to this customer’s information to the existing contact information record.
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.
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