Selecting a Customer (Customer List Form)
When a call is received, the first step is to select the customer who is calling from the Customer List.
From the homepage under the Customer section, click the Select button to open the Customer List Form.
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You may type characters in either the First Name or Surname fields to automatically filter the list.
Locate the customer you want, highlight the entry and click Assign to add the selected person to the current call centre record.
