This guide is essential for efficiently managing and updating contact information during interactions. It provides clear instructions on how to access and edit various details, including names, phone numbers, and addresses, ensuring that your records are accurate and up-to-date.
1. When on an interaction with a matched contact, it's possible to see and edit some of their contact details from the main view.
To see the information, click the button on the right hand side.
2. Here you can edit the contacts name and reference number.
3. Contact details, phone numbers and emails can also be edited and added.
4. Finally, address details can be updated/added here also.
Tip: Updating the contacts details via this method will, upon saving, change the details on screen (and in a script if present).
Please note, the current interaction will remain on the same number/email etc however should you change the main contact number/email.