User Guide

70 Cisco Unified Web and E-Mail Interaction Manager Agent’s Guide
Creating Customers
To create a customer:
1. In the Information pane, go to the Customer section.
2. In the Information pane toolbar, from the New button, select the type of customer you want to create.
The options are - Corporate, Group, and Individual customer.
3. The Information pane refreshes to show the details of the type of customer you select.
Create new customer
4. Provide the details of the customer and click the Save button.
5. Next, to create the contact details of the customer, click the Contact details node.
6. Click the New button in the list pane.
Create contact details
Enter the contact information, for example, the email address. You can also provide phone numbers, postal
address, and web URLs of the customer. For corporate and group customers, you also need to create a
contact person.
7. Click the Save button.