Look up and verify a contact or consumer

An agent can look up contact or consumer information from a saved interaction record, review and confirm the information, and then populate the information on the interaction record.

시작하기 전에

Role required: sn_customerservice_agent, sn_customerservice.consumer_agent, workspace_admin, admin

이 태스크 정보

Agents can search for information such as name, phone number, email address, case number, or order number.

프로시저

1. Open CSM Configurable Workspace.
2. In the contextual side panel, click the Contact Verify icon () or the Consumer Verify icon () to access the lookup and verify feature.
3. In the Verify Contact or Verify Consumer fields, enter information such as the first few letters of a first or last name or the first few digits of a phone or case number.
   These fields use a type-ahead search feature that displays results in a list and narrows the results as more characters are entered. Multiple display fields in the search results help to differentiate contacts. When searching for a record number, the contact or consumer associated with the record is returned in the search results.

   주:

   Delete characters from the field to clear the search results.
4. Select the desired result from the list.
   This action displays information about the selected contact or consumer in a verification card. If the information is not correct, repeat steps 2 through 4.
5. Click Verify to confirm the selected contact or consumer.
   This action does the following:

   • Populates the Account and Contact or Consumer fields on the interaction record.
   • Enables the Verified check box.
6. 옵션: You can look up and verify another contact or consumer by repeating steps 2 through 4 and entering different search information.
7. Click Save to save the interaction record and refresh the related lists.

관련 개념

• Lookup and verify