Entering customer information

Open the Call Center form.

Click New Record.

Name—Enter the customer’s first name, middle initial, and last name.

Employee Code—Enter the code for the employee. The system automatically populates Employee Name.

Address 1 and Address 2—Enter an address.

Note: Click Copy to Work Address to copy Address 1 or Address 2 to the work address on the action request.

City—Enter the city.

State—Enter the state.

Zip Code—Enter the zip code.

Primary Phone—Enter the phone number.

Secondary Phone—Enter a second phone number.

Third Phone—Enter a third phone number.

Primary Fax—Enter fax number.

Secondary Fax—Enter a second fax number.

Primary E-mail—Enter an email address.

Note: Click Launch E-mail to send an email message to the customer.

Secondary E-mail—Enter a second email address.

Address Alias—Enter a popular name for an address, e.g., Haywood Mall or Cleveland Park.

Notes—Enter notes specific to the customer.

Note: Click Save as New to save the customer information to a new contact information record. See Entering Contact Information. The system automatically populates Customer.

Click Save Changes to save any changes made to this customer’s information to the existing contact information record.

If you do not wish to save the information to a contact information record, leave the information added and navigate to another section. The system saves the new information to the customer request, not to the contact information record.