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Customer and contact details
122 NN44400-114 Contact Center Agent Desktop 2 December 2010
• 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
1 In the Customer Details window, click Create.
2 In the Title box, select a salutory title for the customer.
3 In the Last Name box, type the surname of the customer.
4 In the First Name box, type the given names for the customer.
5 In the E-mail Address box, type an e-mail address for the customer.
6 In the SIPUri box, enter a SIP URI for the customer.
7 In the Phone Type box, select the type of phone number.
8 In the remaining telephone number boxes, type the international code, area
code, and telephone number.
9 Click Save.
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