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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):
- Client;
- Member description;
- Call variables.
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Each block has to expand or collapse buttons: Image Added - expand; Image Added - collapse. |
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Fig. 1. Client info tab
1.1. Client
If there is no Contact at the current number, then the corresponding information and the Add button (Fig.1) are displayed, which opens a form for adding a new Contact with this number (Fig.2).
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Fig. 2. Adding a Contact
Consists of the following elements:
- Name - the name of the Contact is entered here;
- select the сontact's time zone;
- Owner - select the User to be assigned to the client;
- Label - select or enter the group or groups to which the Сontact belongs here.
- Description - description of the Contact;
- Cancel button - closes the form, the Contact is not added;
- Add button - adds a Contact.
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Clicking the Image Added button opens the same form to add a new Contact. |
The tools for manual search of a Contact are displayed (Fig.3) if you click on Image Added.
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Fig. 3. Searching for the Contact
After entering in the search field, you should click the Search button. Available search by name, destination (phone number, or email address) and attributes.
If as a result of search several Contacts are found, they are displayed one at a time with the possibility of viewing the next ones; for this purpose it is necessary to use the Image Added button (Fig.4).
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Fig. 4. Search result - several Contacts
Image Added - opens the page of this Contact.
The Select button binds the comunnication to this Contact to then show it in the Contact's history.
Sections:
- Labels - labels of this Contact;
- Attributes - attributes of this Contact;
- Description - description of this Contact;
- Communication options - has the Phones and Emails tabs, where phone numbers and email are displayed, respectively.
The Back button closes the search results.
The Add button opens the form for adding a new Contact.
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.
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