Editing customer information on the customer file is easy using the short cut inside the call center!


FROM THE WEB APP


Step 1: Go to your 'Call Center > Reminder Calls'

Step 2: Click on a customer who needs a reminder call.

Step 3: Click 'Show Client' (This will open a new browser tab)

Step 4: Edit the customer file & save.

Step 5: Go back to your 'Call Center' browser tab.

Step 6: Refresh your page.

Step 7: Done!




FROM THE MOBILE APP

This feature is only available by logging into the Web App at this time.

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