Editing Customer Information

Prerequisites

• The Customer Center feature has been enabled for the tenant space.
• This area is displayed only when the Customer Center feature is enabled and the tenant parameter Display Unified Customer Contact Information is set to Yes.

Procedure

1. View basic information on the workbench during a session between an agent and a customer.
2. Click to configure basic information.

   Table 1 GUI elements on the page for configuring basic information

   Element	Type	Description
   Name	Text box	Customer name. The value is a string of 0 to 80 characters.
   gender	Option button	Customer gender. Male female Information not available
   Phone	Text box	Customer mobile number. Click on the right to add a mobile number. A maximum of three mobile numbers can be configured. The value is a string of 0 to 20 characters.
   Email	Text box	Customer email address. Click on the right to add an email address. A maximum of two email addresses can be configured. The value is a string of 0 to 128 characters.
   Company	Text box	Company to which a customer belongs. The value is a string of 0 to 80 characters.
   Address	Drop-down list	Contact address of a customer.
   AddressDetail	Text box	Detailed contact address of a customer. The value is a string of 0 to 80 characters.
   Remark	Text box	Customer information description. The value is a string of 0 to 80 characters.

3. Click Create.

   After the customer information is created, you can query it on the Customer Center > Customer Center Management page.