What does this section cover?

Navigating to Communication Centre

Explaining Communication Centre  Fields

 Example

Creating & Saving, Validations & Restrictions

Searching via Communication Centre

The Communication Centre is used to search and load an existing customer information. This enable agents to perform a quick search for existing customers through a configurable list of quick search criteria. This set of criteria are configurable through the Configuring Communication Centre Definitions 

1. Navigate to CRM Application > Communication Centre > Access Communication Centre
   
2. You can define your criteria in two different ways:

   1. BASIC SEARCH

      1. 

      2. Search by: A select box including all the search fields which were quick search enabled in the active /wiki/spaces/V4Manual/pages/9833518, in the order which was also defined there

      3. Operator: A select box including:

         • = (Equal): Exact Match required
         • Like
          Operator is automatically set to the default one as specified in the active Communication Centre definition
      4. Search  Value: A quick search field as explained in Using Summary Pages - Quick Search

       

   2. ADVANCED SEARCH

      1. Additional criteria can be found in the advanced search window (Advanced Find) which is part of the toolbar.
         

      2. Communication Centre Advanced Search, is divided in 4 criteria sections. Fields included in each of the sections are only the ones that are enabled for advance search in the active Communication Centre Definitions. 

         1. Contact information criteria

         2. Contact information address criteria: This section also provides the option to search for any address or just the subscription or billing address

         3. Accounts receivable criteria

         4. Subscriptions criteria

         
3. Define your criteria and click on SEARCH

4. Select the contact based on your needs

Communications

Using Action Panel

Communication Centre has an action panel section which provides a set of actions that can be performed by the user directly through the Communication Centre. Only the actions that were enabled in the active Communication Centre Definitions are displayed in this section

System Processing