Customer Selection

Customer Selection


Module: Customer Selection
Topic: Module Overview
Version(s): Version 5.1 and up 
Editions: Standard, Commerce, Call Center



The Customer Selection window appears when a call is being entered that is associated with a number or record, that is already in the system, and provides a list of customers to choose from based on their telephone number.


  • To select a customer, select the radio button to the left of the customer and click Submit, or click on the customer name.
  • Click  Cancel to save the call information without associating with a customer. 

Once the selection is made, and all necessary disposition fields are filled, the call/wrap up window will appear in the top frame.

From here, you can close the window and return to either the CS Agent or Sales Agent Desktop.

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