Skip to main content
ContactNow: Add a Customer Record
8x8 Support Knowledge Base

ContactNow: Add a Customer Record

As an agent you are able to add a Customer Record during or after a call. This can be done on any type of call: manual, automated or inbound.

To add a Customer Record click the Record Search tab when on a call or at the disposition screen. This will display the option to create a new record as shown below:

agent-oncall-recordsearch-600x332.png

Once you have selected this option, you will be presented with the fields to enter the customer's information.

agent-oncall-customerrecord-newrecord-600x458.png

Click Save once you have filled in the customer record details.

 

  • Was this article helpful?