Avaya NN44400-114 manual Creating a customer record, Customer and contact details

Customer and contact details

•Opening a contact (page 128)

•Closing contacts (supervisors only) (page 129)

Creating a customer record

Create a customer record if the multimedia database does not currently have information about a customer. You can type the information directly into the dialog box, or you can copy text from an open contact into the customer details information.

You must enter either a telephone number, e-mail address, or SIP Uri for a valid customer record. Entering only a customer name does not create a customer record in the database.

If you create more than one e-mail address for a customer, you must select a default e-mail address to use when you begin a contact with the customer.

Prerequisites

•Ensure that you have no customer records currently open.

Procedure steps

Step Action

1In the Customer Details window, click Create.

2In the Title box, select a salutory title for the customer.

3In the Last Name box, type the surname of the customer.

4In the First Name box, type the given names for the customer.

5In the E-mail Address box, type an e-mail address for the customer.

6In the SIPUri box, enter a SIP URI for the customer.

7In the Phone Type box, select the type of phone number.

8In the remaining telephone number boxes, type the international code, area code, and telephone number.

9Click Save.

--End--

122 NN44400-114 Contact Center Agent Desktop 2 December 2010