Updated on 2023-09-20 GMT+08:00

Editing Customer Information

Prerequisites

The customer center feature has been enabled for the tenant space.

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.