Is there any ways to configure "Lookup and Verify" on a different user table than Consumer or Contact?

[Ben_Barker]

Here I have an employee extended table from sys_user and was expecting to be able to configure Lookup and Verify on it but it seems I can only configure the 2 existing records on sn_lookup_verify_config (Consumer and Contact). Therefore the functionality would be useless for us.

Has anyone had this issue?

[Community Alums]

Hi @Benoit ,

NO!! It's only for Consumer and Contact.

Agents can use the Lookup and verify feature to search for contacts and consumers. After verifying a user's information, agents can populate that information on the interaction record.

If an agent can't find a contact or consumer, they can create a record for that user from within the Lookup and verify feature.

Mark my answer correct & Helpful, if Applicable.

Thanks,

Sandeep

[Community Alums]

HI @Benoit ,

Glad to see my answer helped you, Kindly mark the answer as Correct & Helpful both such that others can get help.

Thanks,
Sandeep

[Rovan1]

Is 'Lookup and Verify' only available for Interactions or even available for Cases?

I have activated and its working fine for interactions, but i don't see it appearing for cases

[VaranAwesomenow]

Did you try to extend consumer or contact tables and see if it allows you to use this feature while still using the extended table ?