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Updating Customer Contact Details Using the Siebel Chat Dashboard


If an exclamation mark appears next to the phone number or email address fields on the customer dashboard of Siebel Call Center, then this indicates to the agent that the customer's contact information has changed and must be updated. For more information about the customer dashboard, see About the Customer Dashboard.

To update customer contact details, use the chat dashboard in the chat pane as described in the following procedure.

To update customer contact details using the chat dashboard

  1. Select View Contact from the Action drop-down menu in the chat dashboard.
  2. Update the user's email address or phone number, as required.
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