1. Description

The Client info tab becomes available on inbound or outbound calls and chats. The name of the Queue, if the communication is from the Queue, and blocks with information about the client is displayed (Fig.1):

1. Client;
2. Member description;
3. Call variables.

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Fig. 1. Client info tab

1.1. Client

If there is no Contact at for the current number, then the corresponding information and the Add button (Fig.1) 2).

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Fig. 2. No contact found

The Add button are displayed, which opens a the form for adding a new Contact with this number (Fig.23).

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Fig. 2. Adding a Contact

3. Add a contact

Consists of the following elements:

• Name - the name of the Contact
is entered here
• ;
• Time zone -
select
• the
сontact
• Contact's time zone;
• Owner -
select
• the User to be assigned to the
client
• Contact;
• Label - you can select, or enter
the group or groups to which the Сontact belongs here.
• new, label(s) to group Contacts by;
• Description - description of the Contact;
• Cancel
button
•  button - closes the form, the Contact is not added;
• Add button - adds a the Contact.

The If you click the Image Added button, the tools for manual search of a Contact are displayed contact search will appear on the screen (Fig. 34) if you click on Image Removed.

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Fig. 34. Searching Search for the ContactContacts

After entering in the search field, you should need to click the Search button. Available You can search by name, destination (phone number , or email address) and attributes.

If several contacts are found as a result of the search several Contacts are found, they are displayed one by one at a time with the possibility of viewing the next ones; for this purpose it is necessary to use the Image Removed , for which you need to use the Image Added button (Fig. 45).

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Fig. 45. Search result - several Contactsmultiple contacts

Image Removed Image Added - opens the page of this Contact in Webitel CRM application.

The Select button binds the comunnication call to this Contact to then show it in the Contact's call history.

Sections:

• Labels - labels of this Contact;
• Attributes - attributes of this Contact;
• Description - description of this Contact;
• Communication options - has the Phones and  and Emails tabs, where phone numbers and email  are addresses are displayed, respectively.

The The Back button closes the search results.

The Add button  button opens the form for adding a new Contactcontact.

If there is a Contact by the current number, the information about it is displayed.

1.2. Member description

The number description entered when loading the Member's number is displayed here. More information about downloading can be found here.

1.3. Call variables

Information sent from routing is displayed here - for example, Member variables.