Customer Contacts
The Customer Contacts zone displays information about when and why the person was contacted. It contains the following columns:
Column Name | Column Description |
---|---|
Contact Date | Displays the date when the person was contacted. |
Customer Contact Information | Displays information about the customer contact. Note: It
has a link. On clicking the link, the Customer Contact screen appears where you can view the details of the customer contact.
|
Contact Type | Indicates the reason for the customer contact. |
Comments | Displays additional information about the customer contact. |
You can filter the list using various search criteria (such as, On or Before Contact Date, Contact Class, Contact Type, and Show Open Contacts
Only) available in the Filter area.
By default, the Filter area is hidden. You
can view the Filter area by clicking the Filters () icon in the upper right corner
of this zone.
Related Topics
For more information on... | See... |
---|---|
How to view the customer 360° information of a person | Viewing the 360° Information of a Person |
Customer 360° Information - Person tab | Customer 360° Information - Person |