Performing a customer search

To perform a customer search:

  1. Select Operations > Call Center > Call Center.
  2. Click New Record.
  3. Specify this information:
    Find Customer By
    Choose one of the following options to search for a customer:
    • Phone

      Select to locate a customer by phone number in the system. The system searches all phone fields, not just the primary phone.

    • Employee Code

      Select to locate call center employees by their codes.

    • Last Name

      Select to locate customers by their last names.

    • First Name

      Select to locate customers by their first names.

    • Employee Name

      Select to locate call center employees by names.

    • Address

      Select to locate customers by their address in the system.

    that contains
    Enter the data for which to search. For example, if you chose to search by Phone, enter the phone number for which to search.
    Note: If exactly one match is found, the system populates the information in the Customer Information section.

    If more than one match is found, select the correct match from the Customer Information lookup.

    If no match is found, the system copies the search criteria information to the Customer Information section.

  4. Click Search to begin the search process.