User Guide

About Customers 67
About Customers
The customers in Agent Console are classified as follows:
 Individual: Individuals who contact an organization. A customer may also be the designated contact person
of a company.
 Corporate: A company or an organization classified as a Corporate customer.
 Group: Signifies a family or members belonging to a club.
Viewing Customer Information
Viewing Customer Details
To view the customer details:
1. In the Information pane, go to the Customer section.
2. In the Customer section, you can view the customer details such as name, date of birth, level, etc.
View the customer details
Changing Customer Details
To change the customer details:
1. In the Information pane, go to the Customer section.
2. In the Customer section, click in the field you want to change, and update the value. You can change the
customer name, job title, marital status, employment status etc.