CRM identity

The Identity tab allows for viewing and editing the identity related data about the customer.

For a better management, the properties are grouped into several sections.

• Personal info;
• Phone numbers;
• Addresses.

Personal info

The section contains info about the identity of the customer. If an email address is defined for this customer then the user can press on it, to start composing an email (an external e-mail software is required).

Phone numbers

The section contains the phone numbers for this customer. A phone number has two properties the phone number and a generic name (ex: home, work, mobile etc.).

To add a phone number the user has to click the Add button, available in the Phone numbers section menu.

The phone number has to be unique at an account level. You can not have two customers with the same phone number.

To edit a phone number, the Edit button has to be pressed, displayed after clicking on the phone number.

To delete a phone number, the Delete button has to be pressed, displayed after clicking on the phone number.

If the user has a phone device selected (from the preferences menu, phone option) then Accolades will display the Call button, for the click to call feature. When pressed, this button will start the procedure for calling the customer:

• The user phone will ring;
• The user has to answer the call;
• After the user has answered, Accolades will dial the customer;
• The call is started.

If the SMS module is active on the account that the customer belongs to then the administrator can send a SMS message to one of the phone numbers for the customer, by pressing the SMS button.

Addresses

The section contains a list with the addresses defined for this customer. An address has several properties along with a generic name (like home, work etc.).

To add an address the Add button has to be pressed (available in the Address section menu). After clicking on the button the interface for adding a new address will be displayed.

To edit an address the user has to press the Edit button, displayed after the generic name of the address has been clicked.

To delete an address the user has to press the Delete button, displayed after the generic name of the address has been clicked.