Customer Contact Zone

The Customer Contact Zone has three purposes:

  • It shows the age of the Last customer contact associated with the person displayed in the Current Context zone. The word Today is shown if the last contact was on the current date. The word Yesterday is shown if the last contact was on the current date - 1 day. If neither is applicable, the number of days old is shown.
  • It shows the name of the person who added this contact.
  • It greatly simplifies the addition of a new customer contact. To add a new contact, simply select the Type of customer contact, enter a brief Comment, and press the Add Contact button.
  • After the contact is added, the date / time of the new contact will be displayed in the Last area. You can use the Go To button to drill into the newly added contact where you can setup reminders or indicate the contact should remain open until future resolution.