<List Accounts Report How to navigate to this page> Typical display>
Manage the properties of an individual account. This allows some of the more accessible data associated with the account to be modified (note that customer data is not accessible from this page).
General Tab
General information about the account.
| • | Account Status - the status of an account. This is primarily used to set the account to terminated (either excluded or contacted); |
| • | Skill - the agent skill required to handle this account; |
| • | Priority Account - the priority for this account. |
Details Tab
Detailed information about this account.
| • | Account Name - the customer name associated with this account; |
| • | Telephone Number 1 - 4 - the telephone number(s) for the account; |
| • | SMS Number - the SMS number to be used for this account; |
| • | Email Address - the email address to be used for this account. |
Data Tab
Customer specific data associated with this account.
| • | <Field Name> - the customer data associated with field in the datastore linked to this list; |
Set New Callback Tab
Used to set callback details for an account. This tab becomes accessible only if the Account Status on the general tab is set to Callback.
| • | Call Back Around - the time at which the callback should be made; |
| • | Call Before - the latest time of day that the callback should be made; |
| • | Calling Agent - the agent Id from whom the call back should be made (or blank for any agent); |
| • | Callback Number - the number to which to make the call back (or blank to use the appropriate account number). |
Operations
From here you can:
| • | Save - click the Save button to apply and modifications. |