Agent Assisted Contacts Management

As a contact center agent, you can respond to customer requests to update their contact and profile information. You can view and update information on the relationships between the customer and other parties. You can also view the subscription accounts associated with the contact.

Manage Addresses

The Contact Addresses section shows a list of addresses associated with the contact. An address is marked as primary and you can change the primary address to another address.

Manage Related Contacts

The related contacts section shows the party-to-party relationships. Here you can add or update relationships.

Manage Connected Accounts

Here you see a list of subscription accounts associated with the contact as the party owner of the account. You can also see the subscription accounts associated with the contact party through a manager role.

Note: Customer service representatives and customer service managers don't have privileges to create new sales organization while managing contact’s related companies. The creation of sales organization is typically reserved for sales agents and tenants can add sales privileges or duty roles to service agents while configuring the application.